13F

Position

CreativeOne Wealth, LLC in Eversource Energy

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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 $8.14K$67.34$69.28

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20254.19K$282.1K0.0%
Q1 20264.78K$330.9K$69.28$8.14K$40.7K0.0%