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Disclosery

Pathstone Holdings, LLC: HDB position timeline

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

Pathstone Holdings, LLC held 104,589 HDB 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 104,589 shares
    Change vs previous 13F -29,389 shares

    0.01% of the 13F portfolio, value $2,726,466.

    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 133,978 shares
    Change vs previous 13F -25,963 shares

    0.01% of the 13F portfolio, value $3,333,374.

    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 159,941 shares
    Change vs previous 13F +9,268 shares

    0.02% of the 13F portfolio, value $5,920,298.

    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 150,673 shares
    Change vs previous 13F +73,797 shares

    0.02% of the 13F portfolio, value $5,227,567.

    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 76,876 shares
    Change vs previous 13F +4,525 shares

    0.02% of the 13F portfolio, value $5,894,055.

    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 72,351 shares
    Change vs previous 13F +1,259 shares

    0.02% of the 13F portfolio, value $4,806,993.

    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 71,092 shares
    Change vs previous 13F -6,875 shares

    0.02% of the 13F portfolio, value $4,539,694.

    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 77,967 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,877,609.

    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).