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Disclosery

Pathstone Holdings, LLC: CBZ position timeline

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

Pathstone Holdings, LLC held 26,554 CBZ 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 26,554 shares
    Change vs previous 13F -30,699 shares

    <0.01% of the 13F portfolio, value $851,851.

    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 57,253 shares
    Change vs previous 13F +48,211 shares

    0.01% of the 13F portfolio, value $1,537,254.

    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 9,042 shares
    Change vs previous 13F -7,958 shares

    <0.01% of the 13F portfolio, value $456,166.

    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 17,000 shares
    Change vs previous 13F -12,055 shares

    <0.01% of the 13F portfolio, value $900,332.

    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 29,055 shares
    Change vs previous 13F -3,147 shares

    0.01% of the 13F portfolio, value $2,083,537.

    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 32,202 shares
    Change vs previous 13F +4,459 shares

    0.01% of the 13F portfolio, value $2,442,868.

    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 27,743 shares
    Change vs previous 13F +4,098 shares

    0.01% of the 13F portfolio, value $2,270,241.

    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 23,645 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,591,061.

    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).