13F

Position

Creative Planning in Dropbox, 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 −$338.3K$27.80$22.72

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202566.6K$1.85M0.0%
Q1 202675.1K$1.71M$22.72−$338.3K$194.2K0.0%