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Disclosery

Pathstone Holdings, LLC: CMI position timeline

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

Pathstone Holdings, LLC held 24,034 CMI 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 24,034 shares
    Change vs previous 13F +434 shares

    0.05% of the 13F portfolio, value $17,188,063.

    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 23,600 shares
    Change vs previous 13F -2,391 shares

    0.05% of the 13F portfolio, value $12,697,625.

    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 25,991 shares
    Change vs previous 13F -189 shares

    0.05% of the 13F portfolio, value $13,267,344.

    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 26,180 shares
    Change vs previous 13F +533 shares

    0.04% of the 13F portfolio, value $11,057,815.

    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 25,647 shares
    Change vs previous 13F -1,226 shares

    0.03% of the 13F portfolio, value $8,399,167.

    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 26,873 shares
    Change vs previous 13F +111 shares

    0.04% of the 13F portfolio, value $8,428,831.

    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 26,762 shares
    Change vs previous 13F +254 shares

    0.04% of the 13F portfolio, value $9,328,626.

    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 26,508 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $8,583,209.

    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).