13F

Position

EverSource Wealth Advisors, LLC in Imperial Oil Ltd

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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 $119.4K$86.31$130.82

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20252.68K$231.6K0.0%
Q1 20264.34K$567.2K$130.82$119.4K$216.2K0.0%