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Disclosery

Pathstone Holdings, LLC: EFOR position timeline

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

Pathstone Holdings, LLC held 1,280,177 EFOR 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 1,280,177 shares
    Change vs previous 13F +77,944 shares

    0.07% of the 13F portfolio, value $22,876,762.

    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 1,202,233 shares
    Change vs previous 13F +272,330 shares

    0.19% of the 13F portfolio, value $46,538,439.

    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 929,903 shares
    Change vs previous 13F -2,380 shares

    0.17% of the 13F portfolio, value $44,793,427.

    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 932,283 shares
    Change vs previous 13F -750 shares

    0.17% of the 13F portfolio, value $44,143,600.

    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 933,033 shares
    Change vs previous 13F -839 shares

    0.18% of the 13F portfolio, value $46,586,337.

    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 933,872 shares
    Change vs previous 13F +20,997 shares

    0.26% of the 13F portfolio, value $58,852,614.

    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 912,875 shares
    Change vs previous 13F -825 shares

    0.34% of the 13F portfolio, value $76,079,004.

    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 913,700 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $85,184,252.

    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).