13F

Position

Creative Planning in Chesapeake Utils Corp

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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 $12.8K$124.76$126.37

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20257.96K$993.5K0.0%
Q1 20269.41K$1.19M$126.37$12.8K$182.9K0.0%