13F

Position

Dynamic Advisor Solutions LLC in Eversource Energy

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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 $51.6K$67.33$69.28

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202526.5K$1.78M0.1%
Q1 202626.8K$1.85M$69.28$51.6K$19K0.1%