13F

Position

CreativeOne Wealth, LLC in Altria Group, 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 $1.46M$57.66$65.99

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025249.2K$14.4M0.3%
Q1 2026174.8K$11.5M$65.99$1.46M−$4.29M0.3%