13F

Position

CreativeOne Wealth, LLC in CARRIER GLOBAL 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 $23.5K$52.84$56.31

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202527.4K$1.45M0.0%
Q1 20266.79K$382.1K$56.31$23.5K−$1.09M0.0%