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Disclosery

Pathstone Holdings, LLC: BOH position timeline

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

Pathstone Holdings, LLC held 9,099 BOH 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 9,099 shares
    Change vs previous 13F -178 shares

    <0.01% of the 13F portfolio, value $741,478.

    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 9,277 shares
    Change vs previous 13F -105 shares

    <0.01% of the 13F portfolio, value $688,818.

    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 9,382 shares
    Change vs previous 13F -352 shares

    <0.01% of the 13F portfolio, value $641,448.

    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 9,734 shares
    Change vs previous 13F -128 shares

    <0.01% of the 13F portfolio, value $638,940.

    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 9,862 shares
    Change vs previous 13F -542 shares

    <0.01% of the 13F portfolio, value $665,982.

    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 10,404 shares
    Change vs previous 13F +1,064 shares

    <0.01% of the 13F portfolio, value $717,682.

    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 9,340 shares
    Change vs previous 13F +102 shares

    <0.01% of the 13F portfolio, value $665,382.

    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 9,238 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $579,870.

    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).