Position
Simplicity Wealth,LLC in S&P Global Inc.
Back to the book · All holders of SPGI
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 −$73.6K$522.38 → $425.18
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 757 | $395.4K | — | — | — | 0.0% |
| Q1 2026 | 824 | $350.3K | $425.18 | −$73.6K | $28.5K | 0.0% |