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Pathstone Holdings, LLC: EFA position timeline

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

Pathstone Holdings, LLC held 1,244,155 EFA 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 1,244,155 shares
    Change vs previous 13F +275,039 shares

    0.38% of the 13F portfolio, value $129,242,965.

    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 969,116 shares
    Change vs previous 13F +41,360 shares

    0.37% of the 13F portfolio, value $94,130,320.

    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 927,756 shares
    Change vs previous 13F -48,722 shares

    0.34% of the 13F portfolio, value $89,092,492.

    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 976,478 shares
    Change vs previous 13F -229,202 shares

    0.35% of the 13F portfolio, value $91,173,762.

    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 1,205,680 shares
    Change vs previous 13F +248,536 shares

    0.39% of the 13F portfolio, value $97,569,753.

    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 957,144 shares
    Change vs previous 13F -18,724 shares

    0.34% of the 13F portfolio, value $78,227,362.

    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 975,868 shares
    Change vs previous 13F +110,925 shares

    0.33% of the 13F portfolio, value $73,840,270.

    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 864,943 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $72,335,138.

    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).