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Disclosery

Pathstone Holdings, LLC: INVH position timeline

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

Pathstone Holdings, LLC held 34,486 INVH 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 34,486 shares
    Change vs previous 13F -3,409 shares

    <0.01% of the 13F portfolio, value $1,042,638.

    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 37,895 shares
    Change vs previous 13F +4,383 shares

    <0.01% of the 13F portfolio, value $944,771.

    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 33,512 shares
    Change vs previous 13F -7,242 shares

    <0.01% of the 13F portfolio, value $935,054.

    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 40,754 shares
    Change vs previous 13F -10,572 shares

    <0.01% of the 13F portfolio, value $1,199,044.

    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 51,326 shares
    Change vs previous 13F +11,911 shares

    0.01% of the 13F portfolio, value $1,687,568.

    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 39,415 shares
    Change vs previous 13F -3,211 shares

    0.01% of the 13F portfolio, value $1,375,370.

    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 42,626 shares
    Change vs previous 13F -2,138 shares

    0.01% of the 13F portfolio, value $1,365,697.

    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 44,764 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,581,289.

    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).