13F

Position

Creative Planning in CareCloud, 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 $48.4K$2.92$3.65

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202566.3K$193.7K0.0%
Q1 202668.5K$250K$3.65$48.4K$7.87K0.0%