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Disclosery

Circumference Group LLC: PATH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Circumference Group LLC on PATH, newest first. How the timeline and the estimate are built.

Circumference Group LLC held 350,000 PATH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 350,000 shares
    Change vs previous 13F -75,000 shares

    8.26% of the 13F portfolio, value $3,804,500.

    13F-HR 0001420506-26-001805 filed by Circumference Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 425,000 shares
    Change vs previous 13F +40,000 shares

    10.57% of the 13F portfolio, value $4,717,500.

    13F-HR 0001420506-26-001158 filed by Circumference Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 385,000 shares
    Change vs previous 13F +120,000 shares

    7.04% of the 13F portfolio, value $6,310,150.

    13F-HR 0001420506-26-000560 filed by Circumference Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 265,000 shares
    Change vs previous 13F -135,000 shares

    4.16% of the 13F portfolio, value $3,545,700.

    13F-HR 0001420506-25-003406 filed by Circumference Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 400,000 shares
    Change vs previous 13F -50,000 shares

    5.31% of the 13F portfolio, value $5,120,000.

    13F-HR 0001420506-25-002184 filed by Circumference Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 450,000 shares
    Change vs previous 13F +85,000 shares

    5.74% of the 13F portfolio, value $4,635,000.

    13F-HR 0001420506-25-001266 filed by Circumference Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 365,000 shares
    Change vs previous 13F +75,000 shares

    4.33% of the 13F portfolio, value $4,639,150.

    13F-HR 0001420506-25-000601 filed by Circumference Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 290,000 shares
    Change vs previous 13F not available

    3.89% of the 13F portfolio, value $3,712,000.

    13F-HR 0001420506-24-002546 filed by Circumference Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).