13F

Position

Creative Planning in 1st Source Corp

Back to the book · All holders of SRCE

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 $74.7K$62.49$69.21

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202511.1K$694.6K0.0%
Q1 202613.5K$937.6K$69.21$74.7K$168.3K0.0%