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Disclosery

Pathstone Holdings, LLC: MDY position timeline

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

Pathstone Holdings, LLC held 849,491 MDY 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 849,491 shares
    Change vs previous 13F +9,295 shares

    1.74% of the 13F portfolio, value $597,481,113.

    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 840,196 shares
    Change vs previous 13F -6,676 shares

    2.06% of the 13F portfolio, value $518,199,338.

    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 846,872 shares
    Change vs previous 13F -42,950 shares

    1.97% of the 13F portfolio, value $511,222,553.

    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 889,822 shares
    Change vs previous 13F -7,422 shares

    2.03% of the 13F portfolio, value $530,361,527.

    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 897,244 shares
    Change vs previous 13F -6,503 shares

    2.01% of the 13F portfolio, value $507,335,169.

    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 903,747 shares
    Change vs previous 13F -2,392 shares

    2.09% of the 13F portfolio, value $482,131,424.

    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 906,139 shares
    Change vs previous 13F -13,166 shares

    2.28% of the 13F portfolio, value $516,119,268.

    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 919,305 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $523,691,184.

    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).