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Disclosery

Pathstone Holdings, LLC: FMS position timeline

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

Pathstone Holdings, LLC held 69,638 FMS 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 69,638 shares
    Change vs previous 13F +2,553 shares

    <0.01% of the 13F portfolio, value $1,574,508.

    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 67,085 shares
    Change vs previous 13F -923 shares

    0.01% of the 13F portfolio, value $1,513,432.

    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 68,008 shares
    Change vs previous 13F +307 shares

    0.01% of the 13F portfolio, value $1,619,945.

    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 67,701 shares
    Change vs previous 13F +1,497 shares

    0.01% of the 13F portfolio, value $1,782,561.

    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 66,204 shares
    Change vs previous 13F -404 shares

    0.01% of the 13F portfolio, value $1,891,442.

    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 66,608 shares
    Change vs previous 13F +7,024 shares

    0.01% of the 13F portfolio, value $1,658,473.

    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 59,584 shares
    Change vs previous 13F +23,489 shares

    0.01% of the 13F portfolio, value $1,348,942.

    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 36,095 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $768,824.

    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).