Position
Creative Planning in Orion S.A.
Back to the book · All holders of OEC
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 $15.2K$5.28 → $6.50
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 12.5K | $65.9K | — | — | — | 0.0% |
| Q1 2026 | 52.3K | $340K | $6.50 | $15.2K | $259K | 0.0% |