Position in PATH
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$9,554
-$202 QoQ
Shares Held
879
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#420
of 525 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PATH Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BURKETT FINANCIAL SERVICES, LLC holds $2,693,800 across 3 Software - Infrastructure names. PATH ranks #3 (0.4% of the industry book) .
All Filings in PATH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,554 | 879 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $9,756 | 879 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $14,406 | 879 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $11,761 | 879 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $11,251 | 879 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $9,053 | 879 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $37,164 | 2,924 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $37,875 | 2,959 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $37,520 | 2,959 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $67,080 | 2,959 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $73,501 | 2,959 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||