VTS VITESSE ENERGY INC COMMON STOCK

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  13 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported VITESSE ENERGY INC COMMON STOCK (VTS) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows VTS 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 VTS 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 VITESSE ENERGY INC COMMON STOCK, 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

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

High-water mark
Peak Conviction
0.0% in 2024 Q1

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.

How CREATIVE FINANCIAL DESIGNS INC /ADV held VTS — position size vs. price
% of Fund (quarterly)    VTS price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 33 0% 0.00% $599 2026-04-13 $18.64
2025 Q4 UNCHANGED 33 0% 0.00% $636 2026-02-06 $21.08
2025 Q3 UNCHANGED 33 0% 0.00% $767 2025-11-14 (Est.) $20.13
2025 Q2 UNCHANGED 33 0% 0.00% $729 2025-08-04 $21.91
2025 Q1 UNCHANGED 33 0% 0.00% $811 2025-04-23 $19.15
2024 Q4 REDUCED 33 -6 -15.4% 0.00% $825 2025-02-10 $23.57
2024 Q3 UNCHANGED 39 0% 0.00% $937 2024-10-28 $21.52
2024 Q2 UNCHANGED 39 0% 0.00% $924 2024-08-06 $19.73
2024 Q1 UNCHANGED 39 0% 0.00% $925 2024-05-01 $18.32
2023 Q4 ADDED 39 +6 +18.2% 0.00% $854 2024-01-10 $17.13
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and VTS

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 VTS?

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

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

The largest reported portfolio weight for VTS was 0.00% in 2024 Q1.

What is the latest reported VTS position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 33 shares, equal to 0.00% of portfolio, with an estimated market value of $599.

What does the chart on this VTS ownership page compare?

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