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Disclosery

Pathstone Holdings, LLC: BIV position timeline

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

Pathstone Holdings, LLC held 52,744 BIV 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 52,744 shares
    Change vs previous 13F +8,943 shares

    0.01% of the 13F portfolio, value $4,045,420.

    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 43,801 shares
    Change vs previous 13F +2,176 shares

    0.01% of the 13F portfolio, value $3,380,541.

    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 41,625 shares
    Change vs previous 13F +2,675 shares

    0.01% of the 13F portfolio, value $3,241,715.

    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 38,950 shares
    Change vs previous 13F +2,355 shares

    0.01% of the 13F portfolio, value $3,041,657.

    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 36,595 shares
    Change vs previous 13F +9,203 shares

    0.01% of the 13F portfolio, value $2,830,269.

    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 27,392 shares
    Change vs previous 13F +1,044 shares

    0.01% of the 13F portfolio, value $2,097,399.

    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 26,348 shares
    Change vs previous 13F -2,472 shares

    0.01% of the 13F portfolio, value $1,969,004.

    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 28,820 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,258,622.

    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).