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Pathstone Holdings, LLC: CSL position timeline

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

Pathstone Holdings, LLC held 9,022 CSL 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 9,022 shares
    Change vs previous 13F +2,290 shares

    0.01% of the 13F portfolio, value $3,272,601.

    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 6,732 shares
    Change vs previous 13F +45 shares

    0.01% of the 13F portfolio, value $2,245,976.

    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 6,687 shares
    Change vs previous 13F -285 shares

    0.01% of the 13F portfolio, value $2,138,948.

    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 6,972 shares
    Change vs previous 13F -308 shares

    0.01% of the 13F portfolio, value $2,293,550.

    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 7,280 shares
    Change vs previous 13F +16 shares

    0.01% of the 13F portfolio, value $2,718,398.

    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 7,264 shares
    Change vs previous 13F +848 shares

    0.01% of the 13F portfolio, value $2,474,486.

    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 6,416 shares
    Change vs previous 13F +146 shares

    0.01% of the 13F portfolio, value $2,366,596.

    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 6,270 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,819,977.

    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).