Position
Clearstead Trust, LLC in Essential Utils Inc
Back to the book · All holders of ESSENTIAL UTILS INC
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 $3.61K$38.36 → $40.27
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 2.21K | $84.6K | — | — | — | 0.0% |
| Q1 2026 | 1.89K | $76K | $40.27 | $3.61K | −$12.2K | 0.0% |