13F

Position

Creative Planning in Walmart 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 $31.2M$111.41$124.28

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20252.43M$270.4M0.2%
Q1 20262.55M$317.1M$124.28$31.2M$15.5M0.2%