Creative Financial Designs’s Enterprise Bancorp EBTC Stock Holding History

Creative Financial Designs’s Portfolio EBTC Stock Details EBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-115	Closed	-$4.56K	–	2069
2025 Q2	$4.56K	Sell	115 -49	-30%	-$1.87K	﹤0.01%	1547
2025 Q1	$6.39K	Buy	164 +1	+0.6%	+$41	﹤0.01%	1415
2024 Q4	$6.46K	Buy	163 +1	+0.6%	+$36	﹤0.01%	1365
2024 Q3	$5.18K	Buy	162 +1	+0.6%	+$29	﹤0.01%	1368
2024 Q2	$4.01K	Buy	+161	New	+$3.94K	﹤0.01%	1371

Other funds holding EBTC

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Financial Designs's EBTC Position: Q3 2025 in Review

Creative Financial Designs sold out of Enterprise Bancorp (EBTC) in Q3 2025, closing a stake of 115 shares — an estimated $4.56K sold.

Creative Financial Designs first reported a position in EBTC in Q2 2024 and held it in 5 quarters. The position peaked at $6.46K in Q4 2024. 1 fund tracked by Wall St. Rank holds EBTC as of Q3 2025.

Creative Financial Designs reported no remaining Enterprise Bancorp position as of Q3 2025 after selling out during the quarter.
Creative Financial Designs sold 115 Enterprise Bancorp shares in Q3 2025, an estimated $4.56K.
Creative Financial Designs first reported a position in Enterprise Bancorp in Q2 2024 and held it in 5 quarters.
Creative Financial Designs's Enterprise Bancorp position peaked at $6.46K in Q4 2024.
1 fund tracked by Wall St. Rank held Enterprise Bancorp as of Q3 2025.

Based on Creative Financial Designs's 13F filing for Q3 2025, filed 12 Nov 2025.