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Disclosery

Pathstone Holdings, LLC: HRB position timeline

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

Pathstone Holdings, LLC held 55,109 HRB 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 55,109 shares
    Change vs previous 13F +3,343 shares

    0.01% of the 13F portfolio, value $2,105,218.

    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 51,766 shares
    Change vs previous 13F +28,875 shares

    0.01% of the 13F portfolio, value $1,650,459.

    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 22,891 shares
    Change vs previous 13F -11,490 shares

    <0.01% of the 13F portfolio, value $1,000,211.

    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 34,381 shares
    Change vs previous 13F -88 shares

    0.01% of the 13F portfolio, value $1,745,586.

    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 34,469 shares
    Change vs previous 13F +2,915 shares

    0.01% of the 13F portfolio, value $1,897,932.

    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 31,554 shares
    Change vs previous 13F +127 shares

    0.01% of the 13F portfolio, value $1,737,279.

    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 31,427 shares
    Change vs previous 13F +6,536 shares

    0.01% of the 13F portfolio, value $1,670,359.

    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 24,891 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,583,662.

    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).