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Pathstone Holdings, LLC: IJH position timeline

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

Pathstone Holdings, LLC held 7,069,013 IJH 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 7,069,013 shares
    Change vs previous 13F -16,074 shares

    1.59% of the 13F portfolio, value $545,091,774.

    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 7,085,087 shares
    Change vs previous 13F +78,483 shares

    1.9% of the 13F portfolio, value $478,455,844.

    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 7,006,604 shares
    Change vs previous 13F +37,087 shares

    1.78% of the 13F portfolio, value $462,454,082.

    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 6,969,517 shares
    Change vs previous 13F -75,084 shares

    1.74% of the 13F portfolio, value $454,830,983.

    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 7,044,601 shares
    Change vs previous 13F +51,996 shares

    1.72% of the 13F portfolio, value $434,440,384.

    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 6,992,605 shares
    Change vs previous 13F -10,070 shares

    1.77% of the 13F portfolio, value $408,025,714.

    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 7,002,675 shares
    Change vs previous 13F -66,832 shares

    1.93% of the 13F portfolio, value $436,345,048.

    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 7,069,507 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $440,626,513.

    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).