13F

Position

EVOLVE PRIVATE WEALTH, LLC in United Parcel Service 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 −$17.2K$99.19$98.38

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202522K$2.19M0.1%
Q1 202621.2K$2.09M$98.38−$17.2K−$80.6K0.1%