BRC BRADY CORP CL A

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  9 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported BRADY CORP CL A (BRC) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows BRC 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 BRC 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 BRADY CORP CL A, 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

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

High-water mark
Peak Conviction
0.01% 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
2024 Q1 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 BRC — position size vs. price
% of Fund (quarterly)    BRC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 115 +1 +0.9% 0.00% $9K 2026-04-13 $85.06
2025 Q4 REDUCED 114 -1,299 -91.9% 0.00% $9K 2026-02-06 $92.01
2025 Q3 REDUCED 1,413 -36 -2.5% 0.01% $110K 2025-11-14 (Est.) $74.44
2025 Q2 REDUCED 1,449 -77 -5.0% 0.01% $99K 2025-08-04 $69.82
2025 Q1 REDUCED 1,526 -28 -1.8% 0.01% $108K 2025-04-23 $67.44
2024 Q4 REDUCED 1,554 -1 -0.1% 0.01% $115K 2025-02-10 $73.04
2024 Q3 ADDED 1,555 +60 +4.0% 0.01% $119K 2024-10-28 $71.45
2024 Q2 ADDED 1,495 +1,403 +1525.0% 0.01% $99K 2024-08-06 $67.54
2024 Q1 INITIATED 92 0.00% $5K 2024-05-01 $57.48

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and BRC

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 BRC?

CREATIVE FINANCIAL DESIGNS INC /ADV reported BRC across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

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

The largest reported portfolio weight for BRC was 0.01% in 2024 Q3.

What is the latest reported BRC position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 115 shares, equal to 0.00% of portfolio, with an estimated market value of $9K.

What does the chart on this BRC ownership page compare?

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