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Disclosery

Pathstone Holdings, LLC: MO position timeline

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

Pathstone Holdings, LLC held 217,623 MO 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 217,623 shares
    Change vs previous 13F +17,102 shares

    0.05% of the 13F portfolio, value $15,711,767.

    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 200,521 shares
    Change vs previous 13F +1,292 shares

    0.05% of the 13F portfolio, value $13,246,328.

    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 199,229 shares
    Change vs previous 13F +22,051 shares

    0.04% of the 13F portfolio, value $11,500,753.

    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 177,178 shares
    Change vs previous 13F +10,037 shares

    0.04% of the 13F portfolio, value $11,714,208.

    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 167,141 shares
    Change vs previous 13F +5,466 shares

    0.04% of the 13F portfolio, value $9,805,759.

    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 161,675 shares
    Change vs previous 13F -13,453 shares

    0.04% of the 13F portfolio, value $9,688,784.

    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 175,128 shares
    Change vs previous 13F +13,067 shares

    0.04% of the 13F portfolio, value $9,176,602.

    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 162,061 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $8,290,039.

    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).