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Disclosery

Pathstone Holdings, LLC: LPLA position timeline

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

Pathstone Holdings, LLC held 33,523 LPLA 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 33,523 shares
    Change vs previous 13F -461 shares

    0.03% of the 13F portfolio, value $9,442,874.

    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 33,984 shares
    Change vs previous 13F -1,307 shares

    0.04% of the 13F portfolio, value $10,223,529.

    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 35,291 shares
    Change vs previous 13F +1,224 shares

    0.05% of the 13F portfolio, value $12,605,146.

    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 34,067 shares
    Change vs previous 13F +859 shares

    0.04% of the 13F portfolio, value $11,333,848.

    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 33,208 shares
    Change vs previous 13F -3,627 shares

    0.05% of the 13F portfolio, value $12,452,362.

    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 36,835 shares
    Change vs previous 13F +225 shares

    0.05% of the 13F portfolio, value $12,050,607.

    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 36,610 shares
    Change vs previous 13F +276 shares

    0.05% of the 13F portfolio, value $11,953,656.

    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 36,334 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $8,452,476.

    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).