13F

Position

Creative Planning in Equitable Hldgs 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 −$154.4K$47.65$37.11

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202514.6K$697.8K0.0%
Q1 202626.5K$984.9K$37.11−$154.4K$441.5K0.0%