13F

Position

EVOLVE PRIVATE WEALTH, LLC in Gartner 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 −$304.5K$252.28$158.34

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20253.24K$817.6K0.0%
Q1 20263.42K$541.4K$158.34−$304.5K$28.2K0.0%