13F

Position

Creative Planning in Dell Technologies 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 $7.77M$125.88$164.13

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025203.1K$25.6M0.0%
Q1 2026226.8K$37.2M$164.13$7.77M$3.89M0.0%