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Waterfront Wealth Inc.

SEC CIK
0001775210
Latest filing
Jul 30, 2026

PATH holding history

UiPath, Inc. in every 13F filed by Waterfront Wealth Inc., 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 (Q2 2026)
280,772
Value
$3.28M
% of portfolio
0.5%
Quarters held
4
Since Q3 2025
Holdings of PATH by Waterfront Wealth Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026280,772$3.28M0.5%+39,743+16.5%AddedHolders
Q1 2026241,029$2.68M0.5%+202,485+525.3%AddedHolders
Q4 202538,544$577.1K0.1%+18,174+89.2%AddedHolders
Q3 202520,370$304.4K0.1%+20,370NewHolders