13F

Position

Creative Planning in Lineage, 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 −$162.7K$35.00$32.76

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202572.7K$2.54M0.0%
Q1 202691.9K$3.01M$32.76−$162.7K$629.2K0.0%