13F

Position

Creative Planning in Shell Plc

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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 $8.25M$73.48$93.00

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025422.8K$31.1M0.0%
Q1 2026455.6K$42.4M$93.00$8.25M$3.05M0.0%