HPK — HIGHPEAK ENERGY INC COM

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  15 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported HIGHPEAK ENERGY INC COM (HPK) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.45% in 2024 Q1. The latest visible filing shows HPK at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HPK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in HIGHPEAK ENERGY INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HPK was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.45% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HPK stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV held HPK — position size vs. price
% of Fund (quarterly)    HPK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 678 +200 +41.8% 0.00% $5K 2026-04-13 $6.37
2025 Q4 REDUCED 478 -477,984 -99.9% 0.00% $2K 2026-02-06 $4.79
2025 Q3 ADDED 478,462 +16,705 +3.6% 0.23% $3.4M 2025-11-14 (Est.) $5.95
2025 Q2 ADDED 461,757 +163,720 +54.9% 0.33% $4.5M 2025-08-04 $8.52
2025 Q1 REDUCED 298,037 -5,737 -1.9% 0.30% $3.8M 2025-04-23 $9.35
2024 Q4 ADDED 303,774 +8,400 +2.8% 0.36% $4.5M 2025-02-10 $14.06
2024 Q3 REDUCED 295,374 -9,504 -3.1% 0.35% $4.1M 2024-10-28 $13.41
2024 Q2 ADDED 304,878 +1,484 +0.5% 0.38% $4.3M 2024-08-06 $13.49
2024 Q1 ADDED 303,394 +51,159 +20.3% 0.45% $4.8M 2024-05-01 $13.43
2023 Q4 REDUCED 252,235 -7,958 -3.1% 0.36% $3.6M 2024-01-10 $13.05
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HPK

As of 2026 Q1 — sorted by position size

U.S. Capital Wealth Advisors, LLC 3Y 2.41% SANDERS MORRIS HARRIS LLC 3Y 7Y 0.17% ARMSTRONG ADVISORY GROUP, INC 3Y 0.0% State of Alaska, Department of Revenue 3Y 7Y 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0% GAMMA Investing LLC 0.0% True Wealth Design, LLC 3Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and HPK

These are the practical questions this page is built to answer before you even open the full history table.

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning HPK?

CREATIVE FINANCIAL DESIGNS INC /ADV reported HPK across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported HPK position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for HPK was 0.45% in 2024 Q1.

What is the latest reported HPK position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 678 shares, equal to 0.00% of portfolio, with an estimated market value of $5K.

What does the chart on this HPK ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly HPK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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