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Cobblestone Asset Management LLC: PSLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cobblestone Asset Management LLC on PSLV, newest first. How the timeline and the estimate are built.

Cobblestone Asset Management LLC held 87,426 PSLV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,426 shares
    Change vs previous 13F -868 shares

    0.69% of the 13F portfolio, value $1,649,729.

    13F-HR 0001994512-26-000007 filed by Cobblestone Asset Management 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 88,294 shares
    Change vs previous 13F +5,729 shares

    0.97% of the 13F portfolio, value $2,153,491.

    13F-HR 0001994512-26-000005 filed by Cobblestone Asset Management 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 82,565 shares
    Change vs previous 13F -783 shares

    0.88% of the 13F portfolio, value $1,952,662.

    13F-HR 0001994512-26-000001 filed by Cobblestone Asset Management 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 83,348 shares
    Change vs previous 13F -955 shares

    0.6% of the 13F portfolio, value $1,308,564.

    13F-HR 0001994512-25-000006 filed by Cobblestone Asset Management 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 84,303 shares
    Change vs previous 13F -217 shares

    0.54% of the 13F portfolio, value $1,031,869.

    13F-HR 0001994512-25-000004 filed by Cobblestone Asset Management 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 84,520 shares
    Change vs previous 13F -175 shares

    0.57% of the 13F portfolio, value $980,432.

    13F-HR 0001994512-25-000003 filed by Cobblestone Asset Management 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 84,695 shares
    Change vs previous 13F +1,101 shares

    0.53% of the 13F portfolio, value $817,307.

    13F-HR 0001994512-25-000001 filed by Cobblestone Asset Management 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 83,594 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $873,557.

    13F-HR 0001994512-24-000006 filed by Cobblestone Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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