13F

Position

Creative Planning in Or Royalties 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 $17.5K$35.39$38.02

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20256.66K$235.9K0.0%
Q1 20268.21K$312.3K$38.02$17.5K$59K0.0%