Position in PATH
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,826
-$60 QoQ
Shares Held
260
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#441
of 525 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PATH Over Time
Shares Held
Position Value (USD)
Derivatives in PATH
reported options exposure · as of Jun 30, 2026CallValue
$10,870
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026HHM Wealth Advisors, LLC holds $13,597,865 across 15 Software - Infrastructure names. PATH ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
26,765 | $9,983,880 | |
| 2 | FTNT |
Fortinet, Inc.
|
5,240 | $804,968 | |
| 3 | ORCL |
Oracle Corp
|
4,367 | $639,983 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
5,047 | $588,833 | |
| 5 | CRWV |
CoreWeave, Inc.
|
5,199 | $517,508 | |
| 6 | PANW |
Palo Alto Networks Inc
|
904 | $308,282 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
4,800 | $228,942 | |
| 8 | NTAP |
NetApp, Inc.
|
945 | $146,248 |
All Filings in PATH
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,870 | 1,000 | Call | Sole | 2026-07-13 | |
| 2026-06-30 | $2,826 | 260 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $11,100 | 1,000 | Call | Sole | 2026-04-17 | |
| 2026-03-31 | $2,886 | 260 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $983 | 60 | Shares | Sole | 2026-01-22 | |
| 2025-12-31 | $16,390 | 1,000 | Call | Sole | 2026-01-22 | |
| 2025-09-30 | $802 | 60 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $768 | 60 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $618 | 60 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $762 | 60 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $15,488 | 1,210 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $15,342 | 1,210 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $27,430 | 1,210 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $30,056 | 1,210 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $20,703 | 1,210 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $20,049 | 1,210 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $21,247 | 1,210 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $15,379 | 1,210 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $18,347 | 1,455 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $26,466 | 1,455 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $31,737 | 1,470 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $57,966 | 1,344 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||