13F

Position

Creative Planning in Unitil Corp

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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 $46.5K$48.44$52.24

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202512.2K$593.3K0.0%
Q1 202613.2K$691.9K$52.24$46.5K$52K0.0%