13F

Position

Creative Planning in Franklin Resources 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 −$51.4K$23.89$23.62

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025190.2K$4.54M0.0%
Q1 2026261.5K$6.18M$23.62−$51.4K$1.68M0.0%