13F

Position

Creative Planning in Stepan Co

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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 $133.6K$47.36$49.98

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202551K$2.42M0.0%
Q1 202660.6K$3.03M$49.98$133.6K$480.9K0.0%