13F

Position

Clearstead Trust, LLC in RTX 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 $45.7K$183.40$192.90

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20254.91K$899.6K0.1%
Q1 20264.81K$927.4K$192.90$45.7K−$17.8K0.2%