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Disclosery

Pathstone Holdings, LLC: DOCU position timeline

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

Pathstone Holdings, LLC held 88,131 DOCU 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 88,131 shares
    Change vs previous 13F +4,717 shares

    0.01% of the 13F portfolio, value $3,915,185.

    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 83,414 shares
    Change vs previous 13F +8,400 shares

    0.02% of the 13F portfolio, value $3,954,658.

    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 75,014 shares
    Change vs previous 13F -65,956 shares

    0.02% of the 13F portfolio, value $5,130,959.

    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 140,970 shares
    Change vs previous 13F -2,070 shares

    0.04% of the 13F portfolio, value $10,162,527.

    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 143,040 shares
    Change vs previous 13F -35 shares

    0.04% of the 13F portfolio, value $11,141,387.

    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 143,075 shares
    Change vs previous 13F +2,018 shares

    0.05% of the 13F portfolio, value $11,646,304.

    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 141,057 shares
    Change vs previous 13F +3,714 shares

    0.06% of the 13F portfolio, value $12,686,662.

    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 137,343 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $8,527,628.

    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).