13F

Position

Compound Planning, Inc. in Eversource Energy

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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 $11.9K$67.32$69.27

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20256.08K$409.4K0.0%
Q1 20266.21K$430.5K$69.27$11.9K$9.28K0.0%