13F

Position

Composition Wealth, LLC in American Express 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 −$2.12M$369.95$302.48

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202531.9K$11.8M0.2%
Q1 202631.4K$9.51M$302.48−$2.12M−$181.3K0.1%