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Disclosery

Pathstone Holdings, LLC: AEIS position timeline

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

Pathstone Holdings, LLC held 16,969 AEIS 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 16,969 shares
    Change vs previous 13F -395 shares

    0.02% of the 13F portfolio, value $6,325,036.

    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 17,364 shares
    Change vs previous 13F -1,440 shares

    0.02% of the 13F portfolio, value $5,603,520.

    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 18,804 shares
    Change vs previous 13F +443 shares

    0.02% of the 13F portfolio, value $3,937,016.

    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 18,361 shares
    Change vs previous 13F +395 shares

    0.01% of the 13F portfolio, value $3,123,990.

    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 17,966 shares
    Change vs previous 13F -340 shares

    0.01% of the 13F portfolio, value $2,380,456.

    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 18,306 shares
    Change vs previous 13F -612 shares

    0.01% of the 13F portfolio, value $1,744,731.

    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 18,918 shares
    Change vs previous 13F -1,430 shares

    0.01% of the 13F portfolio, value $2,187,540.

    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 20,348 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,141,442.

    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).