13F

Position

Creative Planning in Eversource Energy

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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 $252.2K$67.33$69.28

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025129.4K$8.71M0.0%
Q1 2026170.4K$11.8M$69.28$252.2K$2.84M0.0%