CREATIVE FINANCIAL DESIGNS INC /ADV WTTR SELECT WATER SOLUTIONS INC CL A COM

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  12 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported SELECT WATER SOLUTIONS INC CL A COM (WTTR) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows WTTR at 0.01% 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 WTTR 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 SELECT WATER SOLUTIONS INC CL A 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

WTTR was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 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 WTTR — position size vs. price
% of Fund (quarterly)    WTTR 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 REDUCED 14,164 -1,264 -8.2% 0.01% $217K 2026-04-13 $14.43
2025 Q4 ADDED 15,428 +2,307 +17.6% 0.01% $162K 2026-02-06 $12.84
2025 Q3 ADDED 13,121 +4,981 +61.2% 0.01% $140K 2025-11-14 (Est.) $9.88
2025 Q2 ADDED 8,140 +6,446 +380.5% 0.01% $70K 2025-08-04 $8.81
2025 Q1 ADDED 1,694 +1,331 +366.7% 0.00% $18K 2025-04-23 $8.22
2024 Q4 REDUCED 19.5% -20.2% 363 -88 -19.5% 0.00% $5K 2025-02-10 $12.69
2024 Q3 ADDED 451 +2 +0.4% 0.00% $5K 2024-10-28 $10.32
2024 Q2 ADDED 449 +161 +55.9% 0.00% $5K 2024-08-06 $10.46
2024 Q1 UNCHANGED 288 0% 0.00% $3K 2024-05-01 $8.62
2023 Q4 UNCHANGED 288 0% 0.00% $2K 2024-01-10 $6.62
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and WTTR

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 WTTR?

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

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

The largest reported portfolio weight for WTTR was 0.01% in 2026 Q1.

What is the latest reported WTTR position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 14,164 shares, equal to 0.01% of portfolio, with an estimated market value of $217K.

What does the chart on this WTTR ownership page compare?

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

How well did CREATIVE FINANCIAL DESIGNS INC /ADV time their WTTR position?

Based on 13F filing dates vs. subsequent WTTR price moves, CREATIVE FINANCIAL DESIGNS INC /ADV correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on WTTR relative to SPY over the holding period was +5.9%.

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