13F

Position

Creative Planning in UL Solutions Inc.

Back to the book · All holders of ULS

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 $25.6K$78.86$85.71

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20253.73K$294.4K0.0%
Q1 202611.5K$982.3K$85.71$25.6K$662.3K0.0%