13F

Position

Creative Planning in Aramark

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $244.9K$36.86$40.54

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202566.5K$2.45M0.0%
Q1 202687.9K$3.56M$40.54$244.9K$865.9K0.0%