13F

Position

Creative Planning in Intuit Inc.

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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 −$17.2M$662.43$432.38

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202574.9K$49.6M0.0%
Q1 202692.8K$40.1M$432.38−$17.2M$7.74M0.0%