13F

Position

Composition Wealth, LLC in Cummins 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 $38.9K$510.56$538.12

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.43K$728.1K0.0%
Q1 20261.41K$759.8K$538.12$38.9K−$7.15K0.0%