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Disclosery

Pathstone Holdings, LLC: HRI position timeline

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

Pathstone Holdings, LLC held 1,920 HRI 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 1,920 shares
    Change vs previous 13F -2,471 shares

    <0.01% of the 13F portfolio, value $275,290.

    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 4,391 shares
    Change vs previous 13F -3,402 shares

    <0.01% of the 13F portfolio, value $437,149.

    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 7,793 shares
    Change vs previous 13F -4,019 shares

    <0.01% of the 13F portfolio, value $1,156,377.

    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 11,812 shares
    Change vs previous 13F -6,640 shares

    0.01% of the 13F portfolio, value $1,378,068.

    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 18,452 shares
    Change vs previous 13F -1,338 shares

    0.01% of the 13F portfolio, value $2,429,948.

    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 19,790 shares
    Change vs previous 13F +35 shares

    0.01% of the 13F portfolio, value $2,657,320.

    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 19,755 shares
    Change vs previous 13F -1,924 shares

    0.02% of the 13F portfolio, value $3,740,347.

    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 21,679 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,456,285.

    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).