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Disclosery

Pathstone Holdings, LLC: IBOC position timeline

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

Pathstone Holdings, LLC held 11,220 IBOC 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 11,220 shares
    Change vs previous 13F +79 shares

    <0.01% of the 13F portfolio, value $852,159.

    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 11,141 shares
    Change vs previous 13F +884 shares

    <0.01% of the 13F portfolio, value $749,677.

    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 10,257 shares
    Change vs previous 13F -2,011 shares

    <0.01% of the 13F portfolio, value $681,475.

    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 12,268 shares
    Change vs previous 13F +751 shares

    <0.01% of the 13F portfolio, value $843,425.

    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 11,517 shares
    Change vs previous 13F +416 shares

    <0.01% of the 13F portfolio, value $766,571.

    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 11,101 shares
    Change vs previous 13F -1,091 shares

    <0.01% of the 13F portfolio, value $700,029.

    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 12,192 shares
    Change vs previous 13F +168 shares

    <0.01% of the 13F portfolio, value $770,047.

    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 12,024 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $718,916.

    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).