13F

Position

Summit Wealth Partners, LLC in Automatic Data Processing In

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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 −$150K$257.24$203.18

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20252.77K$713.6K0.1%
Q1 20262.91K$592.1K$203.18−$150K$28.4K0.1%