13F

Position

Creative Planning in Diversified Energy Co

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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 $45.3K$14.48$17.44

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202515.3K$221.7K0.0%
Q1 202615.8K$275.9K$17.44$45.3K$8.91K0.0%