CREATIVE FINANCIAL DESIGNS INC /ADV SBFG — SB FINL GROUP INC COM

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  10 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported SB FINL GROUP INC COM (SBFG) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows SBFG 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 SBFG 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 SB FINL GROUP INC 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

SBFG 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 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.

SBFG stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV held SBFG — position size vs. price
% of Fund (quarterly)    SBFG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 705 — 0% 0.00% $15K 2026-04-13 $22.43
2025 Q4 UNCHANGED — — — 705 — 0% 0.00% $16K 2026-02-06 $21.96
2025 Q3 UNCHANGED — — — 705 — 0% 0.00% $14K 2025-11-14 (Est.) $20.23
2025 Q2 UNCHANGED — — — 705 — 0% 0.00% $13K 2025-08-04 $19.67
2025 Q1 UNCHANGED — — — 705 — 0% 0.00% $15K 2025-04-23 $19.08
2024 Q4 UNCHANGED — — — 705 — 0% 0.00% $15K 2025-02-10 $23.17
2024 Q3 UNCHANGED — — — 705 — 0% 0.00% $14K 2024-10-28 $18.81
2024 Q2 UNCHANGED — — — 705 — 0% 0.00% $10K 2024-08-06 $16.12
2024 Q1 UNCHANGED — — — 705 — 0% 0.00% $10K 2024-05-01 $12.57
2023 Q4 INITIATED — — — 705 — — 0.00% $11K 2024-01-10 $14.42

🏢 Other funds also holding SBFG

As of 2026 Q1 — sorted by position size

STRATEGIC VALUE BANK PARTNERS LLC 3Y 3.09% SJS Investment Consulting Inc. 3Y 0.01% STRS OHIO 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0% Police & Firemen's Retirement System of New Jersey 0.0% Sterling Capital Management LLC 3Y 7Y 0.0% True Wealth Design, LLC 3Y 0.0% GAMMA Investing LLC 0.0% SBI Securities Co., Ltd. 0.0% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and SBFG

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 SBFG?

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

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

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

What is the latest reported SBFG position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 705 shares, equal to 0.00% of portfolio, with an estimated market value of $15K.

What does the chart on this SBFG ownership page compare?

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