Position in PATH
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,020
-$962 QoQ
Shares Held
182
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
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, 2026MPWM ADVISORY SOLUTIONS, LLC holds $884,030 across 10 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
17,880 | $666,844 | |
| 2 | CRWV |
CoreWeave, Inc.
|
640 | $63,705 | |
| 3 | S |
SentinelOne, Inc.
|
2,000 | $33,940 | |
| 4 | XYZ |
Block, Inc.
|
340 | $25,840 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
128 | $24,420 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
203 | $23,684 | |
| 7 | ORCL |
Oracle Corp
|
141 | $20,663 | |
| 8 | NET |
Cloudflare, Inc.
|
70 | $17,169 |
All Filings in PATH
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,020 | 182 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,982 | 182 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||