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Disclosery

Pathstone Holdings, LLC: J position timeline

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

Pathstone Holdings, LLC held 15,193 J 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 15,193 shares
    Change vs previous 13F +2,403 shares

    0.01% of the 13F portfolio, value $1,914,413.

    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 12,790 shares
    Change vs previous 13F -2,513 shares

    0.01% of the 13F portfolio, value $1,627,879.

    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 15,303 shares
    Change vs previous 13F +420 shares

    0.01% of the 13F portfolio, value $2,027,003.

    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 14,883 shares
    Change vs previous 13F +191 shares

    0.01% of the 13F portfolio, value $2,230,331.

    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 14,692 shares
    Change vs previous 13F +2,542 shares

    0.01% of the 13F portfolio, value $1,931,226.

    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 12,150 shares
    Change vs previous 13F +336 shares

    0.01% of the 13F portfolio, value $1,470,933.

    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 11,814 shares
    Change vs previous 13F -953 shares

    0.01% of the 13F portfolio, value $1,578,497.

    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 12,767 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,671,167.

    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).