Skip to content
Disclosery

Pathstone Holdings, LLC: CHE position timeline

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

Pathstone Holdings, LLC held 5,201 CHE 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 5,201 shares
    Change vs previous 13F +1,279 shares

    0.01% of the 13F portfolio, value $2,422,184.

    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 3,922 shares
    Change vs previous 13F +1,222 shares

    0.01% of the 13F portfolio, value $1,481,392.

    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 2,700 shares
    Change vs previous 13F -1,019 shares

    <0.01% of the 13F portfolio, value $1,155,103.

    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 3,719 shares
    Change vs previous 13F -601 shares

    0.01% of the 13F portfolio, value $1,665,021.

    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 4,320 shares
    Change vs previous 13F +460 shares

    0.01% of the 13F portfolio, value $2,103,421.

    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 3,860 shares
    Change vs previous 13F +49 shares

    0.01% of the 13F portfolio, value $2,374,779.

    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 3,811 shares
    Change vs previous 13F +117 shares

    0.01% of the 13F portfolio, value $2,018,792.

    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 3,694 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,219,815.

    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).