13F

Position

Creative Planning in Ati Inc

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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 $996.7K$114.76$145.46

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202532.5K$3.73M0.0%
Q1 202639.6K$5.77M$145.46$996.7K$1.04M0.0%