13F

Position

CreativeOne Wealth, LLC in Avery Dennison 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 −$50.3K$181.91$172.66

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20255.45K$990.5K0.0%
Q1 20265.99K$1.03M$172.66−$50.3K$94.4K0.0%