13F

Position

Optimize Financial Inc in Automatic Data Processing In

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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 −$58.4K$257.23$203.18

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.08K$278.1K0.1%
Q1 20261.55K$315.3K$203.18−$58.4K$95.7K0.2%