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Disclosery

Pathstone Holdings, LLC: LEO position timeline

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

Pathstone Holdings, LLC held 3,487,291 LEO 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 3,487,291 shares
    Change vs previous 13F -256,659 shares

    0.07% of the 13F portfolio, value $22,527,902.

    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 3,743,950 shares
    Change vs previous 13F -42,067 shares

    0.09% of the 13F portfolio, value $23,549,447.

    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 3,786,017 shares
    Change vs previous 13F -53,642 shares

    0.09% of the 13F portfolio, value $24,079,070.

    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 3,839,659 shares
    Change vs previous 13F +723,676 shares

    0.09% of the 13F portfolio, value $23,997,872.

    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 3,115,983 shares
    Change vs previous 13F +746,743 shares

    0.07% of the 13F portfolio, value $18,446,622.

    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 2,369,240 shares
    Change vs previous 13F +881,134 shares

    0.06% of the 13F portfolio, value $14,716,317.

    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 1,488,106 shares
    Change vs previous 13F +384,579 shares

    0.04% of the 13F portfolio, value $8,992,937.

    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 1,103,527 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $7,184,647.

    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).