MATW β€” MATTHEWS INTL CORP CL A

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  Β·  7 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported MATTHEWS INTL CORP CL A (MATW) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. The latest visible filing shows MATW 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.

What this MATW 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 MATTHEWS INTL CORP CL A, 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
2025 Q3

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

High-water mark
Peak Conviction
0.0% in 2024 Q4

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

Time in book
Holding Window
2024 Q1 to 2025 Q3

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.

How CREATIVE FINANCIAL DESIGNS INC /ADV held MATW β€” position size vs. price
% of Fund (quarterly)    MATW price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 695 -176 -20.2% 0.00% $17K 2025-11-12 $23.24
2025 Q2 ADDED 871 +54 +6.6% 0.00% $21K 2025-08-04 $22.46
2025 Q1 ADDED 817 +8 +1.0% 0.00% $18K 2025-04-23 $19.09
2024 Q4 ADDED 809 +489 +152.8% 0.00% $22K 2025-02-10 $23.73
2024 Q3 ADDED 320 +157 +96.3% 0.00% $7K 2024-10-28 $22.16
2024 Q2 ADDED 163 +114 +232.7% 0.00% $4K 2024-08-06 $24.05
2024 Q1 INITIATED 49 β€” β€” 0.00% $2K 2024-05-01 $24.69

🏒 Other funds also holding MATW

As of 2026 Q1 β€” sorted by position size

Investors Research Corp 3Y 7Y 0.0%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and MATW

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 MATW?

CREATIVE FINANCIAL DESIGNS INC /ADV reported MATW across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

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

The largest reported portfolio weight for MATW was 0.00% in 2024 Q4.

What is the latest reported MATW position on this page?

The most recent filing on this page is 2025 Q3, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 695 shares, equal to 0.00% of portfolio, with an estimated market value of $17K.

What does the chart on this MATW ownership page compare?

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