13F

Position

Creative Planning in Dole Plc

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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 −$90.1K$14.99$14.29

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025128.8K$1.93M0.0%
Q1 2026144.8K$2.07M$14.29−$90.1K$230K0.0%