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Pathstone Holdings, LLC: CLX position timeline

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

Pathstone Holdings, LLC held 9,765 CLX 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 9,765 shares
    Change vs previous 13F +222 shares

    <0.01% of the 13F portfolio, value $932,016.

    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 9,543 shares
    Change vs previous 13F +1,611 shares

    <0.01% of the 13F portfolio, value $989,008.

    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 7,932 shares
    Change vs previous 13F -2,634 shares

    <0.01% of the 13F portfolio, value $799,716.

    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 10,566 shares
    Change vs previous 13F -1,554 shares

    <0.01% of the 13F portfolio, value $1,302,769.

    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 12,120 shares
    Change vs previous 13F -724 shares

    0.01% of the 13F portfolio, value $1,456,392.

    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 12,844 shares
    Change vs previous 13F -632 shares

    0.01% of the 13F portfolio, value $1,891,262.

    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 13,476 shares
    Change vs previous 13F +436 shares

    0.01% of the 13F portfolio, value $2,188,528.

    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 13,040 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,124,220.

    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).