13F

Position

Creative Planning in Visa 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 −$37.1M$350.71$302.24

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025766.3K$268.7M0.2%
Q1 2026811.7K$245.3M$302.24−$37.1M$13.7M0.2%