PR β€” PERMIAN RESOURCES CORP CLASS A COM

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  Β·  6 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported PERMIAN RESOURCES CORP CLASS A COM (PR) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.1% in 2026 Q1. The latest visible filing shows PR at 0.10% 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 PR 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 PERMIAN RESOURCES CORP CLASS A 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

PR was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2026 Q1

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

Time in book
Holding Window
2024 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.

How CREATIVE FINANCIAL DESIGNS INC /ADV held PR β€” position size vs. price
% of Fund (quarterly)    PR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 76,409 +1,299 +1.7% 0.10% $1.6M 2026-04-13 $20.56
2025 Q4 ADDED 75,110 +1,513 +2.1% 0.07% $1.1M 2026-02-06 $16.79
2025 Q3 ADDED 73,597 +5,079 +7.4% 0.06% $942K 2025-11-14 (Est.) $13.37
2025 Q2 ADDED 68,518 +4,337 +6.8% 0.07% $933K 2025-08-04 $13.28
2025 Q1 ADDED 64,181 +1,106 +1.8% 0.07% $889K 2025-04-23 $11.43
2024 Q4 INITIATED 63,075 β€” β€” 0.07% $907K 2025-02-10 $14.22

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and PR

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 PR?

CREATIVE FINANCIAL DESIGNS INC /ADV reported PR across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

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

The largest reported portfolio weight for PR was 0.10% in 2026 Q1.

What is the latest reported PR position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 76,409 shares, equal to 0.10% of portfolio, with an estimated market value of $1.6M.

What does the chart on this PR ownership page compare?

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