13F

Position

Creative Planning in Price T Rowe Group Inc

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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 −$292.1K$102.38$90.14

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202523.9K$2.44M0.0%
Q1 202697.9K$8.82M$90.14−$292.1K$6.67M0.0%