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Pathstone Holdings, LLC: CALX position timeline

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

Pathstone Holdings, LLC held 28,698 CALX 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 28,698 shares
    Change vs previous 13F -4,793 shares

    <0.01% of the 13F portfolio, value $1,070,996.

    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 33,491 shares
    Change vs previous 13F +1,118 shares

    0.01% of the 13F portfolio, value $1,640,718.

    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 32,373 shares
    Change vs previous 13F -367 shares

    0.01% of the 13F portfolio, value $1,713,488.

    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 32,740 shares
    Change vs previous 13F +876 shares

    0.01% of the 13F portfolio, value $2,009,271.

    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 31,864 shares
    Change vs previous 13F -2,658 shares

    0.01% of the 13F portfolio, value $1,694,833.

    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 34,522 shares
    Change vs previous 13F +2,813 shares

    0.01% of the 13F portfolio, value $1,223,474.

    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 31,709 shares
    Change vs previous 13F -16,736 shares

    <0.01% of the 13F portfolio, value $1,105,739.

    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 48,445 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,879,186.

    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).