13F

Position

Cornerstone Planning, LLC in Microsoft 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 −$1.53M$485.52$370.55

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202513.3K$6.47M1.5%
Q1 202614.6K$5.4M$370.55−$1.53M$460.2K1.2%
Cornerstone Planning, LLC in MICROSOFT CORP · 13F