TR — TOOTSIE ROLL INDS INC COM

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  31 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported TOOTSIE ROLL INDS INC COM (TR) in 31 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2024 Q2. The latest visible filing shows TR 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 TR 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 TOOTSIE ROLL INDS 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

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

High-water mark
Peak Conviction
0.03% in 2024 Q2

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.

TR stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV held TR — position size vs. price
% of Fund (quarterly)    TR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 692 -600 -46.4% 0.00% $30K 2026-04-13 $44.18
2025 Q4 REDUCED 1,292 -220 -14.6% 0.00% $47K 2026-02-06 $38.07
2025 Q3 REDUCED 1,512 -5,816 -79.4% 0.00% $63K 2025-11-14 (Est.) $38.05
2025 Q2 REDUCED 7,328 -45 -0.6% 0.02% $245K 2025-08-04 $36.87
2025 Q1 ADDED 7,373 +324 +4.6% 0.02% $232K 2025-04-23 $31.29
2024 Q4 ADDED 7,049 +407 +6.1% 0.02% $228K 2025-02-10 $28.68
2024 Q3 REDUCED 6,642 -3,274 -33.0% 0.02% $206K 2024-10-28 $28.30
2024 Q2 ADDED 9,916 +2,879 +40.9% 0.03% $303K 2024-08-06 $26.98
2024 Q1 ADDED 7,037 +1,714 +32.2% 0.02% $225K 2024-05-01 $27.45
2023 Q4 ADDED 5,323 +3,211 +152.0% 0.02% $177K 2024-01-10 $30.80
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TR

As of 2026 Q1 — sorted by position size

BURNS J W & CO INC/NY 3Y 7Y 0.05% EXCHANGE TRADED CONCEPTS, LLC 3Y 0.02% GAMMA Investing LLC 0.01% SAPIENT CAPITAL LLC 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0% SG Americas Securities, LLC 3Y 7Y 0.0% Fortitude Family Office, LLC 0.0% Capital Advisors, Ltd. LLC 3Y 7Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% CoreCap Advisors, LLC 3Y 0.0%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and TR

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 TR?

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

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

The largest reported portfolio weight for TR was 0.03% in 2024 Q2.

What is the latest reported TR position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 692 shares, equal to 0.00% of portfolio, with an estimated market value of $30K.

What does the chart on this TR ownership page compare?

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