13F

Position

CreativeOne Wealth, LLC in Csx 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 $176.6K$36.25$41.05

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202536.8K$1.33M0.0%
Q1 202645.8K$1.88M$41.05$176.6K$367.8K0.0%