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Disclosery

Pathstone Holdings, LLC: FISV position timeline

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

Pathstone Holdings, LLC held 62,502 FISV 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 62,502 shares
    Change vs previous 13F +3,656 shares

    0.01% of the 13F portfolio, value $3,065,701.

    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 58,846 shares
    Change vs previous 13F -226 shares

    0.01% of the 13F portfolio, value $3,283,590.

    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 59,072 shares
    Change vs previous 13F -8,920 shares

    0.02% of the 13F portfolio, value $3,967,884.

    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 67,992 shares
    Change vs previous 13F -5,486 shares

    0.03% of the 13F portfolio, value $8,766,263.

    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 73,478 shares
    Change vs previous 13F -4,922 shares

    0.05% of the 13F portfolio, value $12,668,413.

    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 78,400 shares
    Change vs previous 13F +6,516 shares

    0.08% of the 13F portfolio, value $17,314,873.

    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 71,884 shares
    Change vs previous 13F +1,968 shares

    0.07% of the 13F portfolio, value $14,766,440.

    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 69,916 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $12,560,394.

    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).