Skip to content
Disclosery

Pathstone Holdings, LLC: DTM position timeline

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

Pathstone Holdings, LLC held 31,876 DTM 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 31,876 shares
    Change vs previous 13F +3,259 shares

    0.01% of the 13F portfolio, value $4,691,122.

    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 28,617 shares
    Change vs previous 13F +279 shares

    0.02% of the 13F portfolio, value $3,867,308.

    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 28,338 shares
    Change vs previous 13F +16 shares

    0.01% of the 13F portfolio, value $3,403,537.

    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 28,322 shares
    Change vs previous 13F +97 shares

    0.01% of the 13F portfolio, value $3,214,529.

    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 28,225 shares
    Change vs previous 13F +4,173 shares

    0.01% of the 13F portfolio, value $3,114,653.

    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 24,052 shares
    Change vs previous 13F +3,899 shares

    0.01% of the 13F portfolio, value $2,330,809.

    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 20,153 shares
    Change vs previous 13F -526 shares

    0.01% of the 13F portfolio, value $2,010,046.

    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 20,679 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,632,697.

    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).