13F

Position

Simplicity Wealth,LLC in Lockheed Martin Corp

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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 $459.7K$483.66$604.41

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20253.9K$1.89M0.1%
Q1 20263.81K$2.3M$604.41$459.7K−$45K0.1%