13F

Position

Creative Planning in Mid Penn 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 $11.1K$31.02$32.16

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20259.75K$302.5K0.0%
Q1 202610.7K$343.4K$32.16$11.1K$29.8K0.0%