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Disclosery

Pathstone Holdings, LLC: KB position timeline

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

Pathstone Holdings, LLC held 31,331 KB 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 31,331 shares
    Change vs previous 13F -1,242 shares

    0.01% of the 13F portfolio, value $3,288,516.

    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 32,573 shares
    Change vs previous 13F +3,505 shares

    0.01% of the 13F portfolio, value $3,253,609.

    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 29,068 shares
    Change vs previous 13F +2,645 shares

    0.01% of the 13F portfolio, value $2,500,984.

    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 26,423 shares
    Change vs previous 13F +50 shares

    0.01% of the 13F portfolio, value $2,190,760.

    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 26,373 shares
    Change vs previous 13F +2,227 shares

    0.01% of the 13F portfolio, value $2,178,140.

    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 24,146 shares
    Change vs previous 13F -1,580 shares

    0.01% of the 13F portfolio, value $1,306,650.

    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 25,726 shares
    Change vs previous 13F -143 shares

    0.01% of the 13F portfolio, value $1,464,040.

    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 25,869 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,597,426.

    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).