13F

Position

Diversify Advisory Services, LLC in Mcdonalds 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 −$20.1K$307.42$290.20

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202510.9K$3.35M0.1%
Q1 20261.17K$339.2K$290.20−$20.1K−$2.99M0.1%