13F

Position

Sharp Wealth Advisory, 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 −$4.68K$99.19$98.38

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20255.78K$572.8K0.3%
Q1 20266.26K$615.5K$98.38−$4.68K$47.3K0.3%