13F

Position

Clearstead Advisors, LLC in UiPath, Inc.

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark −$38.3K$16.39$11.10

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202510.6K$174.5K0.0%
Q1 20267.25K$80.5K$11.10−$38.3K−$55.7K0.0%