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Disclosery

Pathstone Holdings, LLC: CX position timeline

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

Pathstone Holdings, LLC held 31,076 CX 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 31,076 shares
    Change vs previous 13F -48 shares

    <0.01% of the 13F portfolio, value $372,908.

    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 31,124 shares
    Change vs previous 13F +501 shares

    <0.01% of the 13F portfolio, value $356,059.

    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 30,623 shares
    Change vs previous 13F +2,736 shares

    <0.01% of the 13F portfolio, value $351,863.

    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 27,887 shares
    Change vs previous 13F -10,613 shares

    <0.01% of the 13F portfolio, value $250,704.

    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 38,500 shares
    Change vs previous 13F -3,588 shares

    <0.01% of the 13F portfolio, value $266,808.

    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 42,088 shares
    Change vs previous 13F -3,344 shares

    <0.01% of the 13F portfolio, value $236,111.

    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 45,432 shares
    Change vs previous 13F -3,374 shares

    <0.01% of the 13F portfolio, value $256,236.

    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 48,806 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $297,717.

    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).