CREATIVE FINANCIAL DESIGNS INC /ADV NICE — NICE LTD SPONSORED ADR

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  19 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported NICE LTD SPONSORED ADR (NICE) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows NICE 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 NICE 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 NICE LTD SPONSORED ADR, 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

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

High-water mark
Peak Conviction
0.0% in 2024 Q3

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 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.

NICE stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV held NICE — position size vs. price
% of Fund (quarterly)    NICE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 98.6% -21.9% ✅ 2 -146 -98.6% 0.00% $290 2025-11-14 (Est.) $133.38
2024 Q3 ADDED — — — 148 +100 +208.3% 0.00% $26K 2024-10-28 $179.90
2024 Q2 REDUCED 34.2% +1.0% ❌ 48 -25 -34.2% 0.00% $8K 2024-08-06 $168.10
2024 Q1 ADDED — — — 73 +58 +386.7% 0.00% $19K 2024-05-01 $220.94
2023 Q4 UNCHANGED — — — 15 — 0% 0.00% $3K 2024-01-10 $211.76
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NICE

As of 2026 Q1 — sorted by position size

Kopion Asset Management, LLC 3Y 9.87% Haven Capital Group, Inc. 2.73% Corecam Pte. Ltd. 1.53% Corecam AG 1.5% Collaborative Fund Advisors, LLC 1.31% Taylor Frigon Capital Management LLC 3Y 7Y 1.13% Lakewood Asset Management LLC 3Y 0.86% Yelin Lapidot Holdings Management Ltd. 0.61% Murphy Pohlad Asset Management LLC 3Y 7Y 0.3% TT International Asset Management LTD 3Y 0.25%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and NICE

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 NICE?

CREATIVE FINANCIAL DESIGNS INC /ADV reported NICE across 5 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

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

The largest reported portfolio weight for NICE was 0.00% in 2024 Q3.

What is the latest reported NICE position on this page?

The most recent filing on this page is 2025 Q3, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 2 shares, equal to 0.00% of portfolio, with an estimated market value of $290.

What does the chart on this NICE ownership page compare?

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

How well did CREATIVE FINANCIAL DESIGNS INC /ADV time their NICE position?

Based on 13F filing dates vs. subsequent NICE price moves, CREATIVE FINANCIAL DESIGNS INC /ADV correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on NICE relative to SPY over the holding period was -16.3%.

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