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Disclosery

Pathstone Holdings, LLC: IHDG position timeline

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

Pathstone Holdings, LLC held 249,413 IHDG 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 249,413 shares
    Change vs previous 13F -2,448 shares

    0.04% of the 13F portfolio, value $13,064,230.

    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 251,861 shares
    Change vs previous 13F -5,669 shares

    0.05% of the 13F portfolio, value $12,127,098.

    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 257,530 shares
    Change vs previous 13F -55,903 shares

    0.05% of the 13F portfolio, value $12,531,390.

    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 313,433 shares
    Change vs previous 13F -325,823 shares

    0.06% of the 13F portfolio, value $14,443,003.

    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 639,256 shares
    Change vs previous 13F +285,475 shares

    0.06% of the 13F portfolio, value $15,934,554.

    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 353,781 shares
    Change vs previous 13F -394 shares

    0.07% of the 13F portfolio, value $15,354,083.

    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 354,175 shares
    Change vs previous 13F +404 shares

    0.07% of the 13F portfolio, value $15,396,781.

    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 353,771 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $16,167,335.

    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).