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Disclosery

Pathstone Holdings, LLC: CHTR position timeline

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

Pathstone Holdings, LLC held 7,378 CHTR 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 7,378 shares
    Change vs previous 13F +907 shares

    <0.01% of the 13F portfolio, value $1,052,799.

    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 6,471 shares
    Change vs previous 13F +654 shares

    0.01% of the 13F portfolio, value $1,396,987.

    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 5,817 shares
    Change vs previous 13F -1,401 shares

    <0.01% of the 13F portfolio, value $1,214,303.

    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 7,218 shares
    Change vs previous 13F -1,402 shares

    0.01% of the 13F portfolio, value $1,985,657.

    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 8,620 shares
    Change vs previous 13F +542 shares

    0.01% of the 13F portfolio, value $3,484,292.

    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 8,078 shares
    Change vs previous 13F -177 shares

    0.01% of the 13F portfolio, value $2,970,924.

    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 8,255 shares
    Change vs previous 13F -1,022 shares

    0.01% of the 13F portfolio, value $2,829,803.

    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 9,277 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,006,458.

    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).