13F

Position

Creative Planning in XP 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 $186K$16.37$19.04

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202569.7K$1.14M0.0%
Q1 2026110.6K$2.11M$19.04$186K$779K0.0%