13F

Position

Creative Planning in Piedmont Realty Trust, 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 −$135K$8.34$6.57

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202593K$775.3K0.0%
Q1 202676.3K$501.1K$6.57−$135K−$139.2K0.0%