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Pathstone Holdings, LLC: EVI position timeline

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

Pathstone Holdings, LLC held 29,799 EVI 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 29,799 shares
    Change vs previous 13F -16,084 shares

    <0.01% of the 13F portfolio, value $440,423.

    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 45,883 shares
    Change vs previous 13F -1,178 shares

    <0.01% of the 13F portfolio, value $944,263.

    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 47,061 shares
    Change vs previous 13F -2,463 shares

    <0.01% of the 13F portfolio, value $1,159,590.

    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 49,524 shares
    Change vs previous 13F +665 shares

    0.01% of the 13F portfolio, value $1,565,464.

    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 48,859 shares
    Change vs previous 13F +1,161 shares

    <0.01% of the 13F portfolio, value $1,066,598.

    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 47,698 shares
    Change vs previous 13F +6,034 shares

    <0.01% of the 13F portfolio, value $800,409.

    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 41,664 shares
    Change vs previous 13F +4,396 shares

    <0.01% of the 13F portfolio, value $681,487.

    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 37,268 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $720,389.

    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).