13F

Stock

Fis Tr

Ticker not mapped · held by 5 managers

Reported value

$4.33M

Holders

5

+5 new · −0 exited

Holders’ est. mark

Need a prior quarter

Largest holder

$3.43M

CREATIVE FINANCIAL DESIGNS INC /ADV

Who holds it

Notable only
InvestorSharesValueEst. markChange
CREATIVE FINANCIAL DESIGNS INC /ADV114.6K$3.43MNew
BAM Wealth Management, LLC22.7K$679.5KNew
JONES FINANCIAL COMPANIES LLLP7.43K$218.7KNew
GeoWealth Management, LLC12$360New
JPMORGAN CHASE & CO10$292New

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.