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Disclosery

Pathstone Holdings, LLC: EDD position timeline

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

Pathstone Holdings, LLC held 3,566,538 EDD 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 3,566,538 shares
    Change vs previous 13F +797,626 shares

    0.06% of the 13F portfolio, value $20,971,241.

    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 2,768,912 shares
    Change vs previous 13F +533,290 shares

    0.06% of the 13F portfolio, value $14,038,382.

    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 2,235,622 shares
    Change vs previous 13F -1,417,803 shares

    0.05% of the 13F portfolio, value $12,139,430.

    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 3,653,425 shares
    Change vs previous 13F -815,152 shares

    0.08% of the 13F portfolio, value $19,655,424.

    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 4,468,577 shares
    Change vs previous 13F -497,533 shares

    0.09% of the 13F portfolio, value $22,879,112.

    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 4,966,110 shares
    Change vs previous 13F +170,971 shares

    0.1% of the 13F portfolio, value $23,984,448.

    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 4,795,139 shares
    Change vs previous 13F +396,007 shares

    0.1% of the 13F portfolio, value $21,843,616.

    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 4,399,132 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $22,173,765.

    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).