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Disclosery

Pathstone Holdings, LLC: DT position timeline

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

Pathstone Holdings, LLC held 30,569 DT 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 30,569 shares
    Change vs previous 13F -2,897 shares

    <0.01% of the 13F portfolio, value $1,342,291.

    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 33,466 shares
    Change vs previous 13F -37,485 shares

    <0.01% of the 13F portfolio, value $1,237,572.

    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 70,951 shares
    Change vs previous 13F +951 shares

    0.01% of the 13F portfolio, value $3,075,029.

    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 70,000 shares
    Change vs previous 13F -11,406 shares

    0.01% of the 13F portfolio, value $3,391,507.

    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 81,406 shares
    Change vs previous 13F -7,759 shares

    0.02% of the 13F portfolio, value $4,494,410.

    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 89,165 shares
    Change vs previous 13F +446 shares

    0.02% of the 13F portfolio, value $4,204,480.

    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 88,719 shares
    Change vs previous 13F +2,141 shares

    0.02% of the 13F portfolio, value $4,821,863.

    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 86,578 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,629,302.

    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).