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Disclosery

Pathstone Holdings, LLC: DOW position timeline

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

Pathstone Holdings, LLC held 119,782 DOW 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 119,782 shares
    Change vs previous 13F +20,859 shares

    0.01% of the 13F portfolio, value $3,288,778.

    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 98,923 shares
    Change vs previous 13F -16,936 shares

    0.02% of the 13F portfolio, value $4,120,075.

    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 115,859 shares
    Change vs previous 13F +20,229 shares

    0.01% of the 13F portfolio, value $2,702,385.

    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 95,630 shares
    Change vs previous 13F -44,122 shares

    0.01% of the 13F portfolio, value $2,192,803.

    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 139,752 shares
    Change vs previous 13F +24,543 shares

    0.01% of the 13F portfolio, value $3,700,656.

    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 115,209 shares
    Change vs previous 13F +24,829 shares

    0.02% of the 13F portfolio, value $4,023,368.

    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 90,380 shares
    Change vs previous 13F -4,066 shares

    0.02% of the 13F portfolio, value $3,627,117.

    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 94,446 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,159,575.

    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).