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Disclosery

Pathstone Holdings, LLC: MBWM position timeline

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

Pathstone Holdings, LLC held 17,384 MBWM 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 17,384 shares
    Change vs previous 13F -569 shares

    <0.01% of the 13F portfolio, value $998,216.

    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 17,953 shares
    Change vs previous 13F -736 shares

    <0.01% of the 13F portfolio, value $906,612.

    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 18,689 shares
    Change vs previous 13F -13,951 shares

    <0.01% of the 13F portfolio, value $898,953.

    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 32,640 shares
    Change vs previous 13F -2,435 shares

    0.01% of the 13F portfolio, value $1,468,803.

    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 35,075 shares
    Change vs previous 13F -42 shares

    0.01% of the 13F portfolio, value $1,627,839.

    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 35,117 shares
    Change vs previous 13F +1,725 shares

    0.01% of the 13F portfolio, value $1,525,370.

    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 33,392 shares
    Change vs previous 13F +1,638 shares

    0.01% of the 13F portfolio, value $1,485,481.

    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 31,754 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,388,283.

    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).