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Disclosery

Pathstone Holdings, LLC: MAR position timeline

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

Pathstone Holdings, LLC held 191,649 MAR 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 191,649 shares
    Change vs previous 13F -10,507 shares

    0.21% of the 13F portfolio, value $71,068,360.

    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 202,156 shares
    Change vs previous 13F -297 shares

    0.26% of the 13F portfolio, value $66,118,869.

    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 202,453 shares
    Change vs previous 13F +1,141 shares

    0.24% of the 13F portfolio, value $62,808,943.

    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 201,312 shares
    Change vs previous 13F -1,143 shares

    0.2% of the 13F portfolio, value $52,429,671.

    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 202,455 shares
    Change vs previous 13F -4,305 shares

    0.22% of the 13F portfolio, value $55,312,780.

    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 206,760 shares
    Change vs previous 13F +180 shares

    0.21% of the 13F portfolio, value $49,253,378.

    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 206,580 shares
    Change vs previous 13F -2,414 shares

    0.25% of the 13F portfolio, value $57,623,088.

    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 208,994 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $51,956,177.

    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).