Position
Creative Planning in Reliance, Inc.
Back to the book · All holders of RS
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 $898.3K$288.87 → $303.92
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 59.7K | $17.2M | — | — | — | 0.0% |
| Q1 2026 | 63.4K | $19.3M | $303.92 | $898.3K | $1.14M | 0.0% |