13F

Position

Simplicity Wealth,LLC in Parker-Hannifin 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 $7.97K$879.25$895.58

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025488$429.1K0.0%
Q1 2026594$532K$895.58$7.97K$94.9K0.0%