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Disclosery

Pathstone Holdings, LLC: HR position timeline

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

Pathstone Holdings, LLC held 35,172 HR 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 35,172 shares
    Change vs previous 13F -8,926 shares

    <0.01% of the 13F portfolio, value $709,425.

    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 44,098 shares
    Change vs previous 13F +484 shares

    <0.01% of the 13F portfolio, value $749,222.

    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 43,614 shares
    Change vs previous 13F -1,189 shares

    <0.01% of the 13F portfolio, value $739,249.

    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 44,803 shares
    Change vs previous 13F -16,730 shares

    <0.01% of the 13F portfolio, value $807,793.

    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 61,533 shares
    Change vs previous 13F -83,392 shares

    <0.01% of the 13F portfolio, value $975,910.

    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 144,925 shares
    Change vs previous 13F -42,328 shares

    0.01% of the 13F portfolio, value $2,449,229.

    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 187,253 shares
    Change vs previous 13F +28,060 shares

    0.01% of the 13F portfolio, value $3,173,941.

    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 159,193 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,889,349.

    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).