13F

Position

Towerpoint Wealth, LLC in Microsoft 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 −$417.9K$483.56$370.15

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20253.81K$1.84M0.7%
Q1 20263.69K$1.36M$370.15−$417.9K−$61.4K0.5%