13F

Position

Fidelity in ReposiTrak, 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 $8.59K$7.60$9.00

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.72K$21.3K0.0%
Q1 20266.13K$46.6K$7.60−$8.21K$33.5K0.0%
Q2 202622K$198.1K$9.00$8.59K$142.9K0.0%