13F

Position

CreativeOne Wealth, LLC in Renasant 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 $7.1K$35.22$36.13

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20257.8K$274.7K0.0%
Q1 20267.8K$281.8K$36.13$7.1K−$00.0%