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Disclosery

Pathstone Holdings, LLC: KEX position timeline

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

Pathstone Holdings, LLC held 21,625 KEX 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 21,625 shares
    Change vs previous 13F -1,607 shares

    0.01% of the 13F portfolio, value $2,940,387.

    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 23,232 shares
    Change vs previous 13F -545 shares

    0.01% of the 13F portfolio, value $3,087,052.

    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 23,777 shares
    Change vs previous 13F +6,664 shares

    0.01% of the 13F portfolio, value $2,619,773.

    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 17,113 shares
    Change vs previous 13F +3,653 shares

    0.01% of the 13F portfolio, value $1,428,118.

    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 13,460 shares
    Change vs previous 13F +1,717 shares

    0.01% of the 13F portfolio, value $1,526,488.

    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 11,743 shares
    Change vs previous 13F -2,022 shares

    0.01% of the 13F portfolio, value $1,186,162.

    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 13,765 shares
    Change vs previous 13F +1,211 shares

    0.01% of the 13F portfolio, value $1,456,375.

    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 12,554 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,536,987.

    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).