13F

Position

Clearstead Trust, LLC in Vertiv Holdings Co

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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 $4.52K$162.02$250.59

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202551$8.26K0.0%
Q1 202651$12.8K$250.59$4.52K$00.0%