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Marshall Financial Group LLC

SEC CIK
0001841496
Latest filing
Jul 17, 2026

PATH holding history

UiPath, Inc. in every 13F filed by Marshall Financial Group 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 (Q2 2026)
163,036
Value
$1.77M
% of portfolio
0.3%
Quarters held
2
Since Q1 2026
Holdings of PATH by Marshall Financial Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026163,036$1.77M0.3%−556−0.3%ReducedHolders
Q1 2026163,592$1.82M0.3%+163,592NewHolders