Position in PATH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$902
-$458 QoQ
Shares Held
83
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#475
of 525 holders
Holding Since
Dec 2025
2 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, 2026Lloyd Advisory Services, LLC. holds $665,437 across 10 Software - Infrastructure names. PATH ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
850 | $317,067 | |
| 2 | ORCL |
Oracle Corp
|
725 | $106,248 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
751 | $87,619 | |
| 4 | PANW |
Palo Alto Networks Inc
|
215 | $73,319 | |
| 5 | VRSN |
Verisign Inc/Ca
|
198 | $49,808 | |
| 6 | TLS |
Telos Corp
|
4,428 | $20,368 | |
| 7 | SNPS |
Synopsys Inc
|
16 | $7,137 | |
| 8 | NET |
Cloudflare, Inc.
|
8 | $1,962 |
All Filings in PATH
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $902 | 83 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $1,360 | 83 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||