13F

Position

Simplicity Wealth,LLC in Warner Bros. Discovery, Inc.

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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 −$10.3K$28.82$27.46

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20257.54K$217.3K0.0%
Q1 20269.82K$269.6K$27.46−$10.3K$62.5K0.0%