NJR β€” NEW JERSEY RES CORP COM

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  Β·  3 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported NEW JERSEY RES CORP COM (NJR) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. The latest visible filing shows NJR 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 NJR 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 NEW JERSEY RES 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
2025 Q3

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

High-water mark
Peak Conviction
0.0% in 2025 Q3

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

Time in book
Holding Window
2025 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 NJR β€” position size vs. price
% of Fund (quarterly)    NJR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 27 β€” 0% 0.00% $1K 2025-11-14 (Est.) $45.73
2025 Q2 ADDED 27 +14 +107.7% 0.00% $1K 2025-08-04 $44.87
2025 Q1 INITIATED 13 β€” β€” 0.00% $638 2025-04-23 $47.40

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and NJR

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 NJR?

CREATIVE FINANCIAL DESIGNS INC /ADV reported NJR across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

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

The largest reported portfolio weight for NJR was 0.00% in 2025 Q3.

What is the latest reported NJR position on this page?

The most recent filing on this page is 2025 Q3, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 27 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this NJR ownership page compare?

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