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Disclosery

Pathstone Holdings, LLC: CBSH position timeline

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

Pathstone Holdings, LLC held 30,571 CBSH 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 30,571 shares
    Change vs previous 13F +1,990 shares

    0.01% of the 13F portfolio, value $1,765,452.

    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 28,581 shares
    Change vs previous 13F -1,137 shares

    0.01% of the 13F portfolio, value $1,406,167.

    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 29,718 shares
    Change vs previous 13F -8,954 shares

    0.01% of the 13F portfolio, value $1,555,434.

    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 38,672 shares
    Change vs previous 13F -2,050 shares

    0.01% of the 13F portfolio, value $2,310,999.

    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 40,722 shares
    Change vs previous 13F +7,131 shares

    0.01% of the 13F portfolio, value $2,531,646.

    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 33,591 shares
    Change vs previous 13F +2,996 shares

    0.01% of the 13F portfolio, value $2,091,395.

    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 30,595 shares
    Change vs previous 13F +1,575 shares

    0.01% of the 13F portfolio, value $1,907,383.

    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 29,020 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,723,760.

    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).