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Disclosery

Pathstone Holdings, LLC: CVSB position timeline

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

Pathstone Holdings, LLC held 126,194 CVSB 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 126,194 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $6,390,464.

    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 126,194 shares
    Change vs previous 13F +54,015 shares

    0.03% of the 13F portfolio, value $6,386,047.

    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 72,179 shares
    Change vs previous 13F -32,525 shares

    0.01% of the 13F portfolio, value $3,663,084.

    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 104,704 shares
    Change vs previous 13F +19,701 shares

    0.02% of the 13F portfolio, value $5,310,063.

    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 85,003 shares
    Change vs previous 13F +17,819 shares

    0.02% of the 13F portfolio, value $4,306,252.

    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 67,184 shares
    Change vs previous 13F +39,510 shares

    0.01% of the 13F portfolio, value $3,399,846.

    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 27,674 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,403,210.

    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).