13F

Position

Creative Planning in Perella Weinberg Partners

Back to the book · All holders of PWP

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 $36K$17.30$18.16

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202541.9K$725.2K0.0%
Q1 202642.6K$773.3K$18.16$36K$12K0.0%