Private Wealth Management Group, LLC

SEC CIK: 0002011342
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

PATH holding history

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

PATH overview All 13F holders of PATH Full Q2 2026 holdings

Shares (Q3 2024): 0; Sold out in Q3 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2023

Holdings of PATH by Private Wealth Management Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	0	$0	0.0%	−122−100.0%	Sold out	Holders
Q2 2024	122	$1.55K	<0.1%	−63−34.1%	Reduced	Holders
Q1 2024	185	$4.19K	<0.1%	+63+51.6%	Added	Holders
Q4 2023	122	$3.03K	<0.1%	–	No prior filing	Holders