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Disclosery

Pathstone Holdings, LLC: EQH position timeline

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

Pathstone Holdings, LLC held 14,744 EQH 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 14,744 shares
    Change vs previous 13F -5,425 shares

    <0.01% of the 13F portfolio, value $646,974.

    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 20,169 shares
    Change vs previous 13F +2,779 shares

    <0.01% of the 13F portfolio, value $748,478.

    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 17,390 shares
    Change vs previous 13F +1,288 shares

    <0.01% of the 13F portfolio, value $828,653.

    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 16,102 shares
    Change vs previous 13F +225 shares

    <0.01% of the 13F portfolio, value $817,684.

    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 15,877 shares
    Change vs previous 13F +1,844 shares

    <0.01% of the 13F portfolio, value $890,728.

    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 14,033 shares
    Change vs previous 13F +4,285 shares

    <0.01% of the 13F portfolio, value $731,220.

    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 9,748 shares
    Change vs previous 13F -3,078 shares

    <0.01% of the 13F portfolio, value $459,839.

    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 12,826 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $539,097.

    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).