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Disclosery

Pathstone Holdings, LLC: IRM position timeline

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

Pathstone Holdings, LLC held 38,410 IRM 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 38,410 shares
    Change vs previous 13F +2,201 shares

    0.01% of the 13F portfolio, value $4,865,662.

    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 36,209 shares
    Change vs previous 13F +1,439 shares

    0.01% of the 13F portfolio, value $3,704,987.

    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 34,770 shares
    Change vs previous 13F -492 shares

    0.01% of the 13F portfolio, value $2,890,739.

    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 35,262 shares
    Change vs previous 13F -1,226 shares

    0.01% of the 13F portfolio, value $3,600,468.

    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 36,488 shares
    Change vs previous 13F +316 shares

    0.01% of the 13F portfolio, value $3,748,821.

    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 36,172 shares
    Change vs previous 13F +1,739 shares

    0.01% of the 13F portfolio, value $3,120,779.

    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 34,433 shares
    Change vs previous 13F -272 shares

    0.02% of the 13F portfolio, value $3,625,128.

    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 34,705 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,130,612.

    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).