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Disclosery

Pathstone Holdings, LLC: EPC position timeline

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

Pathstone Holdings, LLC held 24,579 EPC 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 24,579 shares
    Change vs previous 13F -20,221 shares

    <0.01% of the 13F portfolio, value $660,237.

    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 44,800 shares
    Change vs previous 13F +1,768 shares

    <0.01% of the 13F portfolio, value $956,321.

    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 43,032 shares
    Change vs previous 13F +2,034 shares

    <0.01% of the 13F portfolio, value $733,781.

    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 40,998 shares
    Change vs previous 13F -5,198 shares

    <0.01% of the 13F portfolio, value $834,823.

    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 46,196 shares
    Change vs previous 13F +9,355 shares

    <0.01% of the 13F portfolio, value $1,081,502.

    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 36,841 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,149,843.

    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).