13F

Position

Dynamic Advisor Solutions LLC in CARRIER GLOBAL 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 $18.8K$52.84$56.31

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20255.42K$286.1K0.0%
Q1 20265.64K$317.8K$56.31$18.8K$12.8K0.0%