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Disclosery

Pathstone Holdings, LLC: OPCH position timeline

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

Pathstone Holdings, LLC held 44,658 OPCH 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 44,658 shares
    Change vs previous 13F -12,119 shares

    <0.01% of the 13F portfolio, value $936,468.

    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 56,777 shares
    Change vs previous 13F -2,433 shares

    0.01% of the 13F portfolio, value $1,528,435.

    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 59,210 shares
    Change vs previous 13F +942 shares

    0.01% of the 13F portfolio, value $1,886,429.

    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 58,268 shares
    Change vs previous 13F -19,594 shares

    0.01% of the 13F portfolio, value $1,617,518.

    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 77,862 shares
    Change vs previous 13F +1,272 shares

    0.01% of the 13F portfolio, value $2,528,956.

    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 76,590 shares
    Change vs previous 13F +25,983 shares

    0.01% of the 13F portfolio, value $2,676,822.

    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 50,607 shares
    Change vs previous 13F -18,288 shares

    0.01% of the 13F portfolio, value $1,174,080.

    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 68,895 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,156,412.

    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).