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Disclosery

Pathstone Holdings, LLC: HEI-A position timeline

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

Pathstone Holdings, LLC held 13,154 HEI-A 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 13,154 shares
    Change vs previous 13F -331 shares

    0.01% of the 13F portfolio, value $3,392,753.

    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 13,485 shares
    Change vs previous 13F -54 shares

    0.01% of the 13F portfolio, value $2,846,651.

    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 13,539 shares
    Change vs previous 13F -354 shares

    0.01% of the 13F portfolio, value $3,417,743.

    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 13,893 shares
    Change vs previous 13F -62 shares

    0.01% of the 13F portfolio, value $3,530,018.

    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 13,955 shares
    Change vs previous 13F +259 shares

    0.01% of the 13F portfolio, value $3,610,801.

    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 13,696 shares
    Change vs previous 13F +707 shares

    0.01% of the 13F portfolio, value $2,889,358.

    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 12,989 shares
    Change vs previous 13F +194 shares

    0.01% of the 13F portfolio, value $2,417,039.

    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 12,795 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,607,156.

    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).