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Disclosery

Pathstone Holdings, LLC: CRM position timeline

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

Pathstone Holdings, LLC held 78,660 CRM 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 78,660 shares
    Change vs previous 13F -21,403 shares

    0.04% of the 13F portfolio, value $12,394,640.

    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 100,063 shares
    Change vs previous 13F +5,698 shares

    0.07% of the 13F portfolio, value $18,678,846.

    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 94,365 shares
    Change vs previous 13F -6,346 shares

    0.1% of the 13F portfolio, value $25,004,979.

    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 100,711 shares
    Change vs previous 13F -5,623 shares

    0.09% of the 13F portfolio, value $23,879,118.

    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 106,334 shares
    Change vs previous 13F -78,168 shares

    0.11% of the 13F portfolio, value $29,006,467.

    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 184,502 shares
    Change vs previous 13F +72,805 shares

    0.22% of the 13F portfolio, value $49,663,778.

    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 111,697 shares
    Change vs previous 13F +1,479 shares

    0.17% of the 13F portfolio, value $37,339,991.

    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 110,218 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $30,178,176.

    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).