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Lauer Wealth, LLC

SEC CIK
0001860063
Latest filing
Jul 15, 2026

PATH holding history

UiPath, Inc. in every 13F filed by Lauer Wealth, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2025
Holdings of PATH by Lauer Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−23,650−100.0%Sold outHolders
Q1 202623,650$245.7K0.2%−1,000−4.1%ReducedHolders
Q4 202524,650$416.1K0.3%+1,000+4.2%AddedHolders
Q3 202523,650$394.7K0.3%−68,200−74.3%ReducedHolders
Q2 202591,850$222.7K0.2%+80,000+675.1%AddedHolders
Q1 202511,850$140.1K0.1%+11,850NewHolders