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Disclosery

Pathstone Holdings, LLC: IJR position timeline

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

Pathstone Holdings, LLC held 2,241,453 IJR 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 2,241,453 shares
    Change vs previous 13F -99,763 shares

    0.97% of the 13F portfolio, value $332,430,339.

    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 2,341,216 shares
    Change vs previous 13F +51,958 shares

    1.16% of the 13F portfolio, value $291,037,144.

    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 2,289,258 shares
    Change vs previous 13F -1,961 shares

    1.06% of the 13F portfolio, value $275,316,203.

    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 2,291,219 shares
    Change vs previous 13F -394,545 shares

    1.04% of the 13F portfolio, value $272,266,075.

    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 2,685,764 shares
    Change vs previous 13F +241,646 shares

    1.12% of the 13F portfolio, value $283,411,106.

    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 2,444,118 shares
    Change vs previous 13F +27,267 shares

    1.11% of the 13F portfolio, value $255,579,534.

    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 2,416,851 shares
    Change vs previous 13F -92,548 shares

    1.23% of the 13F portfolio, value $278,442,893.

    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 2,509,399 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $293,501,027.

    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).