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Disclosery

Pathstone Holdings, LLC: IRT position timeline

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

Pathstone Holdings, LLC held 268,335 IRT 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 268,335 shares
    Change vs previous 13F +227,619 shares

    0.01% of the 13F portfolio, value $4,478,790.

    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 40,716 shares
    Change vs previous 13F -39,930 shares

    <0.01% of the 13F portfolio, value $606,514.

    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 80,646 shares
    Change vs previous 13F +7,199 shares

    0.01% of the 13F portfolio, value $1,410,127.

    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 73,447 shares
    Change vs previous 13F -17,900 shares

    <0.01% of the 13F portfolio, value $1,204,202.

    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 91,347 shares
    Change vs previous 13F -25,945 shares

    0.01% of the 13F portfolio, value $1,616,194.

    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 117,292 shares
    Change vs previous 13F +12,946 shares

    0.01% of the 13F portfolio, value $2,489,744.

    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 104,346 shares
    Change vs previous 13F +3,074 shares

    0.01% of the 13F portfolio, value $2,070,431.

    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 101,272 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,076,112.

    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).