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Disclosery

Pathstone Holdings, LLC: ADUS position timeline

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

Pathstone Holdings, LLC held 5,050 ADUS 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 5,050 shares
    Change vs previous 13F -3,401 shares

    <0.01% of the 13F portfolio, value $507,419.

    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 8,451 shares
    Change vs previous 13F -869 shares

    <0.01% of the 13F portfolio, value $791,478.

    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 9,320 shares
    Change vs previous 13F -3,407 shares

    <0.01% of the 13F portfolio, value $1,000,922.

    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 12,727 shares
    Change vs previous 13F +112 shares

    0.01% of the 13F portfolio, value $1,501,621.

    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 12,615 shares
    Change vs previous 13F +1,749 shares

    0.01% of the 13F portfolio, value $1,453,095.

    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 10,866 shares
    Change vs previous 13F -1,040 shares

    <0.01% of the 13F portfolio, value $1,074,538.

    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 11,906 shares
    Change vs previous 13F -1,155 shares

    0.01% of the 13F portfolio, value $1,492,418.

    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 13,061 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,737,506.

    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).