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WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

PATH holding history

UiPath, Inc. in every 13F filed by WealthPLAN Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PATH overviewAll 13F holders of PATHFull Q2 2026 holdings

Shares (Q1 2022)
18,244
Value
$325.0K
% of portfolio
<0.1%
Quarters held
1
Since Q1 2022
Holdings of PATH by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2022––––Not filedHolders
Q1 202218,244$325.0K<0.1%+18,244NewHolders