Position in PTC
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$277,570
New position
Shares Held
1,948
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026Premier Path Wealth Partners, LLC holds $6,689,317 across 10 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
13,938 | $1,005,766 | |
| 2 | CRM |
Salesforce, Inc.
|
6,404 | $1,003,250 | |
| 3 | NOW |
ServiceNow, Inc.
|
9,599 | $952,988 | |
| 4 | INTU |
Intuit Inc.
|
2,972 | $775,692 | |
| 5 | ADP |
Automatic Data Processing Inc
|
3,455 | $773,747 | |
| 6 | ADBE |
Adobe Inc.
|
3,133 | $642,327 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,298 | $487,165 | |
| 8 | ADSK |
Autodesk, Inc.
|
1,889 | $367,259 |
All Filings in PTC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $277,570 | 1,948 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||