13F

Position

Creative Planning in SM Energy Co

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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 $2.08M$18.70$31.18

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025167K$3.12M0.0%
Q1 2026403.4K$12.6M$31.18$2.08M$7.37M0.0%