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Pathstone Holdings, LLC: NICE position timeline

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

Pathstone Holdings, LLC held 13,830 NICE 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 13,830 shares
    Change vs previous 13F +1,192 shares

    <0.01% of the 13F portfolio, value $1,256,491.

    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 12,638 shares
    Change vs previous 13F +4,239 shares

    0.01% of the 13F portfolio, value $1,393,438.

    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 8,399 shares
    Change vs previous 13F -6,685 shares

    <0.01% of the 13F portfolio, value $949,424.

    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 15,084 shares
    Change vs previous 13F -4,577 shares

    0.01% of the 13F portfolio, value $2,183,870.

    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 19,661 shares
    Change vs previous 13F +1,586 shares

    0.01% of the 13F portfolio, value $3,321,017.

    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 18,075 shares
    Change vs previous 13F +5,985 shares

    0.01% of the 13F portfolio, value $2,786,840.

    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 12,090 shares
    Change vs previous 13F +3,098 shares

    0.01% of the 13F portfolio, value $2,053,432.

    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 8,992 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,561,641.

    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).