13F

Position

Advisor OS, LLC in Cencora, 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 −$71.4K$337.75$314.12

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20253.38K$1.14M0.1%
Q1 20263.02K$949.6K$314.12−$71.4K−$121.3K0.1%