SCL β€” STEPAN CO COM

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  Β·  23 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported STEPAN CO COM (SCL) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.02% in 2023 Q4. The latest visible filing shows SCL 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 SCL 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 STEPAN CO 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

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

High-water mark
Peak Conviction
0.02% in 2023 Q4

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.

SCL stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV held SCL β€” position size vs. price
% of Fund (quarterly)    SCL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 115 +8 +7.5% 0.00% $5K 2025-11-12 $43.00
2025 Q2 ADDED 107 +36 +50.7% 0.00% $6K 2025-08-04 $48.64
2025 Q1 REDUCED 71 -62 -46.6% 0.00% $4K 2025-04-23 $47.13
2024 Q4 REDUCED 133 -200 -60.1% 0.00% $9K 2025-02-10 $59.29
2024 Q3 ADDED 333 +1 +0.3% 0.00% $26K 2024-10-28 $70.80
2024 Q2 ADDED 332 +2 +0.6% 0.00% $28K 2024-08-06 $69.89
2024 Q1 REDUCED 330 -2,017 -85.9% 0.00% $30K 2024-05-01 $79.78
2023 Q4 REDUCED 2,347 -251 -9.7% 0.02% $222K 2024-01-10 $84.03
15 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SCL

As of 2026 Q1 β€” sorted by position size

O'Keefe Stevens Advisory, Inc. 3Y 1.05% ADIRONDACK TRUST CO 3Y 7Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.01% GAMMA Investing LLC 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0% CX Institutional 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and SCL

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 SCL?

CREATIVE FINANCIAL DESIGNS INC /ADV reported SCL across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

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

The largest reported portfolio weight for SCL was 0.02% in 2023 Q4.

What is the latest reported SCL position on this page?

The most recent filing on this page is 2025 Q3, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 115 shares, equal to 0.00% of portfolio, with an estimated market value of $5K.

What does the chart on this SCL ownership page compare?

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