13F

Position

Millstone Evans Group, LLC in Essential Utils 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$38.36$40.29

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202514$5370.0%
Q1 202614$564$40.29$27−$00.0%