Position
Creative Planning in Ponce Financial Group, Inc.
Back to the book · All holders of PDLB
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 $6.07K$16.35 → $16.71
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 16.8K | $275.2K | — | — | — | 0.0% |
| Q1 2026 | 24.2K | $403.7K | $16.71 | $6.07K | $122.5K | 0.0% |