13F

Position

Creative Planning in Microsoft 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 −$399.1M$483.62$370.17

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20253.52M$1.7B1.2%
Q1 20263.87M$1.43B$370.17−$399.1M$130.6M1.0%