13F

Position

Creative Planning in Insperity, 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 −$498.9K$38.72$27.04

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202554.2K$2.1M0.0%
Q1 202642.7K$1.15M$27.04−$498.9K−$442.9K0.0%