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Disclosery

Pathstone Holdings, LLC: JBTM position timeline

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

Pathstone Holdings, LLC held 30,444 JBTM 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 30,444 shares
    Change vs previous 13F +23 shares

    0.01% of the 13F portfolio, value $4,414,340.

    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 30,421 shares
    Change vs previous 13F +88 shares

    0.02% of the 13F portfolio, value $3,889,927.

    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 30,333 shares
    Change vs previous 13F +2,114 shares

    0.02% of the 13F portfolio, value $4,570,284.

    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 28,219 shares
    Change vs previous 13F -2,011 shares

    0.02% of the 13F portfolio, value $3,963,240.

    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 30,230 shares
    Change vs previous 13F -7,611 shares

    0.01% of the 13F portfolio, value $3,635,472.

    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 37,841 shares
    Change vs previous 13F +7,346 shares

    0.02% of the 13F portfolio, value $4,624,151.

    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 30,495 shares
    Change vs previous 13F +6,050 shares

    0.02% of the 13F portfolio, value $3,876,003.

    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 24,445 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,408,079.

    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).