13F

Position

Creative Planning in Fidelity D & D Bancorp 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 −$10.3K$43.53$43.28

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202541K$1.79M0.0%
Q1 202641.1K$1.78M$43.28−$10.3K$2.77K0.0%