13F

Position

Creative Planning in Fuller H B Co

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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 $135.1K$59.46$61.68

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202564.4K$3.83M0.0%
Q1 202660.8K$3.75M$61.68$135.1K−$211.1K0.0%