13F

Position

CreativeOne Wealth, LLC in Cencora, 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 −$75.9K$337.77$314.19

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20253.29K$1.11M0.0%
Q1 20263.22K$1.01M$314.19−$75.9K−$25.7K0.0%