13F

Position

Creative Planning in Phinia Inc.

Back to the book · All holders of PHIN

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 $194.7K$62.69$68.44

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202533.9K$2.12M0.0%
Q1 202652.9K$3.62M$68.44$194.7K$1.3M0.0%