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Disclosery

Pathstone Holdings, LLC: BRK-A position timeline

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

Pathstone Holdings, LLC held 309 BRK-A 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 309 shares
    Change vs previous 13F +24 shares

    0.67% of the 13F portfolio, value $231,394,650.

    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 285 shares
    Change vs previous 13F +5 shares

    0.81% of the 13F portfolio, value $204,669,900.

    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 280 shares
    Change vs previous 13F +4 shares

    0.82% of the 13F portfolio, value $211,344,000.

    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 276 shares
    Change vs previous 13F -2 shares

    0.8% of the 13F portfolio, value $208,159,200.

    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 278 shares
    Change vs previous 13F -20 shares

    0.8% of the 13F portfolio, value $202,690,798.

    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 298 shares
    Change vs previous 13F +11 shares

    1.03% of the 13F portfolio, value $237,778,468.

    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 287 shares
    Change vs previous 13F -2 shares

    0.86% of the 13F portfolio, value $195,542,874.

    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 289 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $199,716,461.

    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).