13F

Position

Creative Planning in Kraft Heinz 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 −$345K$24.25$22.49

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025196K$4.75M0.0%
Q1 2026378.2K$8.51M$22.49−$345K$4.1M0.0%