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Disclosery

Pathstone Holdings, LLC: BE position timeline

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

Pathstone Holdings, LLC held 36,333 BE 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 36,333 shares
    Change vs previous 13F +13,647 shares

    0.03% of the 13F portfolio, value $10,998,246.

    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 22,686 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $3,073,699.

    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 22,685 shares
    Change vs previous 13F -4,948 shares

    0.01% of the 13F portfolio, value $1,971,083.

    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 27,633 shares
    Change vs previous 13F -3,761 shares

    0.01% of the 13F portfolio, value $2,336,960.

    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 31,394 shares
    Change vs previous 13F -2,468 shares

    <0.01% of the 13F portfolio, value $750,955.

    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 33,862 shares
    Change vs previous 13F +2,089 shares

    <0.01% of the 13F portfolio, value $665,737.

    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 31,773 shares
    Change vs previous 13F +2,935 shares

    <0.01% of the 13F portfolio, value $705,682.

    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 28,838 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $304,529.

    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).