13F

Position

Sharp Wealth Advisory, LLC in Vertiv Holdings Co

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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 $261.7K$162.01$250.58

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20253K$486.8K0.2%
Q1 20262.96K$740.5K$250.58$261.7K−$8.1K0.4%