13F

Position

Creative Planning in National Beverage Corp

Back to the book · All holders of FIZZ

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 $162.7K$31.89$33.65

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202592.4K$2.95M0.0%
Q1 2026161K$5.42M$33.65$162.7K$2.31M0.0%