Skip to content
Disclosery

Pathstone Holdings, LLC: KFY position timeline

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

Pathstone Holdings, LLC held 13,294 KFY 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 13,294 shares
    Change vs previous 13F +1,489 shares

    <0.01% of the 13F portfolio, value $885,152.

    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 11,805 shares
    Change vs previous 13F -2,161 shares

    <0.01% of the 13F portfolio, value $743,634.

    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 13,966 shares
    Change vs previous 13F -3,797 shares

    <0.01% of the 13F portfolio, value $922,847.

    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 17,763 shares
    Change vs previous 13F +306 shares

    <0.01% of the 13F portfolio, value $1,243,888.

    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 17,457 shares
    Change vs previous 13F +514 shares

    0.01% of the 13F portfolio, value $1,280,182.

    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 16,943 shares
    Change vs previous 13F -1,193 shares

    <0.01% of the 13F portfolio, value $1,149,569.

    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 18,136 shares
    Change vs previous 13F -288 shares

    0.01% of the 13F portfolio, value $1,223,493.

    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 18,424 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,386,361.

    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).