Position
Simplicity Wealth,LLC in Visa Inc.
Back to the book · All holders of V
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 −$944.3K$350.70 → $302.23
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 20K | $7.03M | — | — | — | 0.4% |
| Q1 2026 | 19.5K | $5.89M | $302.23 | −$944.3K | −$196.4K | 0.3% |