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Disclosery

Pathstone Holdings, LLC: MTB position timeline

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

Pathstone Holdings, LLC held 33,078 MTB 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 33,078 shares
    Change vs previous 13F +1,971 shares

    0.02% of the 13F portfolio, value $7,874,487.

    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 31,107 shares
    Change vs previous 13F -429 shares

    0.03% of the 13F portfolio, value $6,430,443.

    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 31,536 shares
    Change vs previous 13F -393 shares

    0.02% of the 13F portfolio, value $6,353,748.

    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 31,929 shares
    Change vs previous 13F -113 shares

    0.02% of the 13F portfolio, value $6,309,857.

    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 32,042 shares
    Change vs previous 13F +366 shares

    0.02% of the 13F portfolio, value $6,215,870.

    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 31,676 shares
    Change vs previous 13F +2,787 shares

    0.02% of the 13F portfolio, value $5,668,048.

    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 28,889 shares
    Change vs previous 13F +264 shares

    0.02% of the 13F portfolio, value $5,431,581.

    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 28,625 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,098,685.

    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).