13F

Position

Creative Planning in Nerdwallet, Inc.

Back to the book · All holders of NRDS

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 −$345.6K$13.55$10.38

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025109K$1.48M0.0%
Q1 2026154.7K$1.61M$10.38−$345.6K$474.2K0.0%