13F

Position

Creative Planning in USA Rare Earth, 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 $74.5K$11.90$15.13

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202523K$274.1K0.0%
Q1 202645.8K$693.7K$15.13$74.5K$345.1K0.0%