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Disclosery

Pathstone Holdings, LLC: AAON position timeline

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

Pathstone Holdings, LLC held 76,309 AAON shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,309 shares
    Change vs previous 13F +60,890 shares

    0.03% of the 13F portfolio, value $9,680,480.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, 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 15,419 shares
    Change vs previous 13F -585 shares

    0.01% of the 13F portfolio, value $1,275,912.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, 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 16,004 shares
    Change vs previous 13F +1,579 shares

    <0.01% of the 13F portfolio, value $1,220,294.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, 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 14,425 shares
    Change vs previous 13F +5,103 shares

    0.01% of the 13F portfolio, value $1,347,872.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, 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 9,322 shares
    Change vs previous 13F -2,737 shares

    <0.01% of the 13F portfolio, value $687,498.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, 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 12,059 shares
    Change vs previous 13F -3,042 shares

    <0.01% of the 13F portfolio, value $942,170.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, 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 15,101 shares
    Change vs previous 13F -1,255 shares

    0.01% of the 13F portfolio, value $1,777,186.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, 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 16,356 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,763,878.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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