LANC — LANCASTER COLONY CORP COM

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  25 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported LANCASTER COLONY CORP COM (LANC) in 25 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.07% in 2024 Q1. The latest visible filing shows LANC 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 LANC 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 LANCASTER COLONY CORP 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

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

High-water mark
Peak Conviction
0.07% 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.

LANC stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV held LANC — position size vs. price
% of Fund (quarterly)    LANC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 187 -130 -41.0% 0.00% $26K 2026-04-13 $172.77
2025 Q4 REDUCED 317 -655 -67.4% 0.00% $52K 2026-02-06 —
2025 Q3 REDUCED 972 -3,290 -77.2% 0.01% $168K 2025-11-14 (Est.) —
2025 Q2 REDUCED 4,262 -84 -1.9% 0.05% $736K 2025-08-04 —
2025 Q1 ADDED 4,346 +325 +8.1% 0.06% $760K 2025-04-23 —
2024 Q4 ADDED 4,021 +216 +5.7% 0.06% $696K 2025-02-10 —
2024 Q3 ADDED 3,805 +67 +1.8% 0.06% $672K 2024-10-28 —
2024 Q2 ADDED 3,738 +308 +9.0% 0.06% $706K 2024-08-06 —
2024 Q1 ADDED 3,430 +157 +4.8% 0.07% $712K 2024-05-01 —
2023 Q4 ADDED 3,273 +387 +13.4% 0.06% $545K 2024-01-10 —
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LANC

As of 2026 Q1 — sorted by position size

Legacy Wealth Asset Management, LLC 3Y 0.07% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.01% PARK AVENUE SECURITIES LLC 3Y 7Y 0.01% GAMMA Investing LLC 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0% MJT & Associates Financial Advisory Group, Inc. 0.0% True Wealth Design, LLC 3Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and LANC

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 LANC?

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

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

The largest reported portfolio weight for LANC was 0.07% in 2024 Q1.

What is the latest reported LANC position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 187 shares, equal to 0.00% of portfolio, with an estimated market value of $26K.

What does the chart on this LANC ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly LANC 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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