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Disclosery

Pathstone Holdings, LLC: EFX position timeline

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

Pathstone Holdings, LLC held 17,142 EFX 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 17,142 shares
    Change vs previous 13F -1,288 shares

    0.01% of the 13F portfolio, value $2,720,657.

    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 18,430 shares
    Change vs previous 13F +2,556 shares

    0.01% of the 13F portfolio, value $3,318,739.

    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 15,874 shares
    Change vs previous 13F +3,004 shares

    0.01% of the 13F portfolio, value $3,444,257.

    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 12,870 shares
    Change vs previous 13F +4,795 shares

    0.01% of the 13F portfolio, value $3,301,546.

    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 8,075 shares
    Change vs previous 13F -820 shares

    0.01% of the 13F portfolio, value $2,094,429.

    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 8,895 shares
    Change vs previous 13F +703 shares

    0.01% of the 13F portfolio, value $2,166,513.

    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 8,192 shares
    Change vs previous 13F -1,066 shares

    0.01% of the 13F portfolio, value $2,087,631.

    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 9,258 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,720,371.

    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).