Skip to content
Disclosery

Pathstone Holdings, LLC: AIZ position timeline

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

Pathstone Holdings, LLC held 8,644 AIZ 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 8,644 shares
    Change vs previous 13F +38 shares

    0.01% of the 13F portfolio, value $2,333,691.

    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 8,606 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $1,874,608.

    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 8,601 shares
    Change vs previous 13F -29 shares

    0.01% of the 13F portfolio, value $2,071,614.

    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 8,630 shares
    Change vs previous 13F -144 shares

    0.01% of the 13F portfolio, value $1,869,314.

    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 8,774 shares
    Change vs previous 13F -198 shares

    0.01% of the 13F portfolio, value $1,732,827.

    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 8,972 shares
    Change vs previous 13F -27 shares

    0.01% of the 13F portfolio, value $1,882,089.

    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 8,999 shares
    Change vs previous 13F -1,088 shares

    0.01% of the 13F portfolio, value $1,918,862.

    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 10,087 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,005,954.

    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).