WR Wealth Planners, LLC

SEC CIK: 0002031978
Latest filing: Feb 5, 2025

SEC filings (opens in a new tab)

PATH holding history

UiPath, Inc. in every 13F filed by WR Wealth Planners, 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 Q4 2024 holdings

Shares (Q3 2024): 0; Sold out in Q3 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2024

Holdings of PATH by WR Wealth Planners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	0	$0	0.0%	−300−100.0%	Sold out	Holders
Q2 2024	300	$3.80K	<0.1%	−550−64.7%	Reduced	Holders
Q1 2024	850	$19.3K	<0.1%	+850	New	Holders