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Disclosery

Pathstone Holdings, LLC: HLN position timeline

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

Pathstone Holdings, LLC held 178,766 HLN 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 178,766 shares
    Change vs previous 13F +23,018 shares

    <0.01% of the 13F portfolio, value $1,667,900.

    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 155,748 shares
    Change vs previous 13F +30,542 shares

    0.01% of the 13F portfolio, value $1,559,039.

    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 125,206 shares
    Change vs previous 13F +5,397 shares

    <0.01% of the 13F portfolio, value $1,265,838.

    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 119,809 shares
    Change vs previous 13F -7,755 shares

    <0.01% of the 13F portfolio, value $1,074,684.

    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 127,564 shares
    Change vs previous 13F -1,387 shares

    0.01% of the 13F portfolio, value $1,312,469.

    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 128,951 shares
    Change vs previous 13F -7,410 shares

    0.01% of the 13F portfolio, value $1,326,916.

    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 136,361 shares
    Change vs previous 13F +2,042 shares

    0.01% of the 13F portfolio, value $1,300,907.

    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 134,319 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,421,094.

    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).