13F

Position

EQUITABLE TRUST CO in Keurig Dr Pepper Inc.

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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 −$27.3K$28.01$26.33

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202516.2K$454.5K0.0%
Q1 202621.2K$558.6K$26.33−$27.3K$131.4K0.0%