13F

Position

Creative Planning in Clearfield, Inc.

Back to the book · All holders of CLFD

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 −$34.9K$29.15$26.47

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202513K$379.4K0.0%
Q1 202613.8K$365.3K$26.47−$34.9K$20.9K0.0%