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Disclosery

Pathstone Holdings, LLC: FMX position timeline

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

Pathstone Holdings, LLC held 3,473 FMX 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 3,473 shares
    Change vs previous 13F -105 shares

    <0.01% of the 13F portfolio, value $444,218.

    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 3,578 shares
    Change vs previous 13F -239 shares

    <0.01% of the 13F portfolio, value $397,372.

    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 3,817 shares
    Change vs previous 13F +122 shares

    <0.01% of the 13F portfolio, value $385,763.

    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 3,695 shares
    Change vs previous 13F -217 shares

    <0.01% of the 13F portfolio, value $364,393.

    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 3,912 shares
    Change vs previous 13F +348 shares

    <0.01% of the 13F portfolio, value $402,889.

    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 3,564 shares
    Change vs previous 13F -192 shares

    <0.01% of the 13F portfolio, value $347,785.

    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 3,756 shares
    Change vs previous 13F -397 shares

    <0.01% of the 13F portfolio, value $321,109.

    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 4,153 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $409,953.

    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).