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Disclosery

Pathstone Holdings, LLC: DHR position timeline

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

Pathstone Holdings, LLC held 187,560 DHR 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 187,560 shares
    Change vs previous 13F -1,719 shares

    0.1% of the 13F portfolio, value $35,788,247.

    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 189,279 shares
    Change vs previous 13F +3,965 shares

    0.14% of the 13F portfolio, value $35,925,340.

    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 185,314 shares
    Change vs previous 13F +80,866 shares

    0.16% of the 13F portfolio, value $42,450,889.

    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 104,448 shares
    Change vs previous 13F -181 shares

    0.08% of the 13F portfolio, value $20,711,428.

    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 104,629 shares
    Change vs previous 13F -1,575 shares

    0.08% of the 13F portfolio, value $20,671,411.

    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 106,204 shares
    Change vs previous 13F -2,724 shares

    0.09% of the 13F portfolio, value $21,772,086.

    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 108,928 shares
    Change vs previous 13F -3,516 shares

    0.11% of the 13F portfolio, value $25,008,466.

    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 112,444 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $31,263,470.

    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).