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Disclosery

Pathstone Holdings, LLC: IEF position timeline

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

Pathstone Holdings, LLC held 7,744 IEF 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 7,744 shares
    Change vs previous 13F -190 shares

    <0.01% of the 13F portfolio, value $732,350.

    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 7,934 shares
    Change vs previous 13F +456 shares

    <0.01% of the 13F portfolio, value $757,222.

    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 7,478 shares
    Change vs previous 13F +193 shares

    <0.01% of the 13F portfolio, value $719,085.

    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 7,285 shares
    Change vs previous 13F +4 shares

    <0.01% of the 13F portfolio, value $702,712.

    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 7,281 shares
    Change vs previous 13F -2,078 shares

    <0.01% of the 13F portfolio, value $697,301.

    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 9,359 shares
    Change vs previous 13F -48,237 shares

    <0.01% of the 13F portfolio, value $892,568.

    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 57,596 shares
    Change vs previous 13F +6,698 shares

    0.02% of the 13F portfolio, value $5,324,751.

    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 50,898 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,994,149.

    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).