13F

Position

Lauer Wealth, 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 −$153.5K$16.88$10.39

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202524.6K$416.1K0.3%
Q1 202623.6K$245.7K$10.39−$153.5K−$16.9K0.2%