Pathstone Holdings, LLC: DPG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pathstone Holdings, LLC on DPG, newest first. How the timeline and the estimate are built.
Pathstone Holdings, LLC held 656,309 DPG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 656,309 sharesChange vs previous 13F +166,148 shares
0.03% of the 13F portfolio, value $9,739,625.
13F-HR 0002011612-26-000003 filed by Pathstone Holdings, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 490,161 sharesChange vs previous 13F +102,349 shares
0.03% of the 13F portfolio, value $7,077,924.
13F-HR 0002011612-26-000002 filed by Pathstone Holdings, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 387,812 sharesChange vs previous 13F +177,703 shares
0.02% of the 13F portfolio, value $4,929,091.
13F-HR 0002011612-26-000001 filed by Pathstone Holdings, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 210,109 sharesChange vs previous 13F +125,706 shares
0.01% of the 13F portfolio, value $2,712,507.
13F-HR 0002011612-25-000002 filed by Pathstone Holdings, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 84,403 sharesChange vs previous 13F -25,510 shares
<0.01% of the 13F portfolio, value $1,047,442.
13F-HR 0001085146-25-004936 filed by Pathstone Holdings, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 109,913 sharesChange vs previous 13F -8,412 shares
0.01% of the 13F portfolio, value $1,331,209.
13F-HR 0001085146-25-003172 filed by Pathstone Holdings, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 118,325 sharesChange vs previous 13F +107,020 shares
0.01% of the 13F portfolio, value $1,383,351.
13F-HR 0001085146-25-001679 filed by Pathstone Holdings, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 11,305 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $132,721.
13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).