13F

Position

Simplicity Wealth,LLC in Colgate Palmolive Co

Back to the book · All holders of CL

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 $107.4K$79.02$85.23

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202518.2K$1.44M0.1%
Q1 202617.3K$1.47M$85.23$107.4K−$73.3K0.1%