13F

Position

Creative Planning in Mechanics Bancorp

Back to the book · All holders of MCHB

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 $1.78K$14.63$14.75

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202514.8K$216.9K0.0%
Q1 202618.7K$276.2K$14.75$1.78K$57.5K0.0%