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Disclosery

Pathstone Holdings, LLC: BRO position timeline

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

Pathstone Holdings, LLC held 34,506 BRO 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 34,506 shares
    Change vs previous 13F +4,896 shares

    0.01% of the 13F portfolio, value $2,218,729.

    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 29,610 shares
    Change vs previous 13F +5,851 shares

    0.01% of the 13F portfolio, value $1,930,839.

    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 23,759 shares
    Change vs previous 13F -900 shares

    0.01% of the 13F portfolio, value $1,893,638.

    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 24,659 shares
    Change vs previous 13F +596 shares

    0.01% of the 13F portfolio, value $2,312,820.

    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 24,063 shares
    Change vs previous 13F +365 shares

    0.01% of the 13F portfolio, value $2,667,927.

    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 23,698 shares
    Change vs previous 13F +2,168 shares

    0.01% of the 13F portfolio, value $2,947,270.

    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 21,530 shares
    Change vs previous 13F +1,401 shares

    0.01% of the 13F portfolio, value $2,196,636.

    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 20,129 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,085,430.

    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).