13F

Position

Creative Planning in Graham Corp

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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 $250.5K$64.23$78.92

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202517.1K$1.1M0.0%
Q1 202619.4K$1.53M$78.92$250.5K$181.8K0.0%