13F

Position

DIVERSIFY WEALTH MANAGEMENT, LLC in Automatic Data Processing In

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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 −$697.2K$257.07$215.06

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202516.6K$4.27M0.2%
Q1 202635K$7.53M$215.06−$697.2K$3.96M0.1%