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Disclosery

Pathstone Holdings, LLC: BDX position timeline

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

Pathstone Holdings, LLC held 29,094 BDX 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 29,094 shares
    Change vs previous 13F -1,052 shares

    0.01% of the 13F portfolio, value $4,418,676.

    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 30,146 shares
    Change vs previous 13F +1,117 shares

    0.02% of the 13F portfolio, value $4,739,725.

    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 29,029 shares
    Change vs previous 13F -4,395 shares

    0.02% of the 13F portfolio, value $5,633,619.

    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 33,424 shares
    Change vs previous 13F +6,423 shares

    0.02% of the 13F portfolio, value $6,256,006.

    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 27,001 shares
    Change vs previous 13F -1,036 shares

    0.02% of the 13F portfolio, value $4,650,900.

    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 28,037 shares
    Change vs previous 13F +401 shares

    0.03% of the 13F portfolio, value $6,421,739.

    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 27,636 shares
    Change vs previous 13F -4,231 shares

    0.03% of the 13F portfolio, value $6,269,789.

    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 31,867 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $7,683,173.

    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).