13F

Position

Creative Planning in Simply Good Foods Co

Back to the book · All holders of SMPL

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 −$1.01M$20.08$14.35

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025176.2K$3.54M0.0%
Q1 2026203.6K$2.92M$14.35−$1.01M$392.3K0.0%