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Disclosery

Pathstone Holdings, LLC: NIU position timeline

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

Pathstone Holdings, LLC held 103,147 NIU 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 103,147 shares
    Change vs previous 13F +1,054 shares

    <0.01% of the 13F portfolio, value $209,265.

    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 102,093 shares
    Change vs previous 13F -1,054 shares

    <0.01% of the 13F portfolio, value $295,049.

    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 103,147 shares
    Change vs previous 13F -1,324 shares

    <0.01% of the 13F portfolio, value $312,535.

    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 104,471 shares
    Change vs previous 13F -7,447 shares

    <0.01% of the 13F portfolio, value $489,969.

    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 111,918 shares
    Change vs previous 13F -7,748 shares

    <0.01% of the 13F portfolio, value $376,044.

    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 119,666 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $488,237.

    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 119,666 shares
    Change vs previous 13F +36,682 shares

    <0.01% of the 13F portfolio, value $214,202.

    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 82,984 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $190,864.

    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).