Skip to content
Disclosery

Pathstone Holdings, LLC: HQY position timeline

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

Pathstone Holdings, LLC held 36,497 HQY 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 36,497 shares
    Change vs previous 13F +9,070 shares

    0.01% of the 13F portfolio, value $3,296,413.

    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 27,427 shares
    Change vs previous 13F -1,882 shares

    0.01% of the 13F portfolio, value $2,292,077.

    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 29,309 shares
    Change vs previous 13F -389 shares

    0.01% of the 13F portfolio, value $2,684,999.

    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 29,698 shares
    Change vs previous 13F +736 shares

    0.01% of the 13F portfolio, value $2,814,483.

    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 28,962 shares
    Change vs previous 13F +2,300 shares

    0.01% of the 13F portfolio, value $3,034,062.

    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 26,662 shares
    Change vs previous 13F +8,279 shares

    0.01% of the 13F portfolio, value $2,356,295.

    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 18,383 shares
    Change vs previous 13F +1,605 shares

    0.01% of the 13F portfolio, value $1,763,902.

    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 16,778 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,373,270.

    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).