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Disclosery

Pathstone Holdings, LLC: BMI position timeline

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

Pathstone Holdings, LLC held 14,585 BMI 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 14,585 shares
    Change vs previous 13F +4,500 shares

    0.01% of the 13F portfolio, value $2,164,054.

    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 10,085 shares
    Change vs previous 13F +1,201 shares

    0.01% of the 13F portfolio, value $1,536,378.

    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 8,884 shares
    Change vs previous 13F -1,760 shares

    0.01% of the 13F portfolio, value $1,549,377.

    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 10,644 shares
    Change vs previous 13F +966 shares

    0.01% of the 13F portfolio, value $1,900,722.

    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 9,678 shares
    Change vs previous 13F +836 shares

    0.01% of the 13F portfolio, value $2,370,565.

    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 8,842 shares
    Change vs previous 13F +1,233 shares

    0.01% of the 13F portfolio, value $1,682,143.

    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 7,609 shares
    Change vs previous 13F -424 shares

    0.01% of the 13F portfolio, value $1,613,922.

    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 8,033 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,754,384.

    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).