13F

Position

Creative Planning in Five Star Bancorp

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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 $76K$35.78$37.72

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202539.2K$1.4M0.0%
Q1 202645.1K$1.7M$37.72$76K$222.6K0.0%
Creative Planning in FIVE STAR BANCORP · 13F