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Pathstone Holdings, LLC: APH position timeline

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

Pathstone Holdings, LLC held 184,865 APH 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 184,865 shares
    Change vs previous 13F -5,510 shares

    0.1% of the 13F portfolio, value $33,000,793.

    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 190,375 shares
    Change vs previous 13F -1,053 shares

    0.1% of the 13F portfolio, value $24,065,600.

    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 191,428 shares
    Change vs previous 13F +21,479 shares

    0.1% of the 13F portfolio, value $25,881,774.

    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 169,949 shares
    Change vs previous 13F +2,490 shares

    0.08% of the 13F portfolio, value $21,035,968.

    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 167,459 shares
    Change vs previous 13F -14,989 shares

    0.07% of the 13F portfolio, value $16,767,300.

    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 182,448 shares
    Change vs previous 13F +9,164 shares

    0.05% of the 13F portfolio, value $11,976,021.

    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 173,284 shares
    Change vs previous 13F -2,985 shares

    0.05% of the 13F portfolio, value $12,040,964.

    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 176,269 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $11,492,086.

    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).