13F

Position

Creative Planning in Everest Group, Ltd.

Back to the book · All holders of EG

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 −$176.6K$339.35$326.86

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202514.1K$4.79M0.0%
Q1 202624.6K$8.03M$326.86−$176.6K$3.42M0.0%