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Disclosery

Pathstone Holdings, LLC: IYR position timeline

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

Pathstone Holdings, LLC held 228,908 IYR 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 228,908 shares
    Change vs previous 13F -4,891 shares

    0.07% of the 13F portfolio, value $23,405,885.

    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 233,799 shares
    Change vs previous 13F -2,921 shares

    0.09% of the 13F portfolio, value $22,108,012.

    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 236,720 shares
    Change vs previous 13F -2,388 shares

    0.09% of the 13F portfolio, value $22,225,666.

    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 239,108 shares
    Change vs previous 13F +808 shares

    0.09% of the 13F portfolio, value $23,212,654.

    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 238,300 shares
    Change vs previous 13F +1,605 shares

    0.09% of the 13F portfolio, value $22,583,735.

    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 236,695 shares
    Change vs previous 13F -9,647 shares

    0.1% of the 13F portfolio, value $22,663,546.

    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 246,342 shares
    Change vs previous 13F +87 shares

    0.1% of the 13F portfolio, value $22,927,157.

    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 246,255 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $25,086,075.

    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).