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Disclosery

Pathstone Holdings, LLC: ORI position timeline

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

Pathstone Holdings, LLC held 63,796 ORI 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 63,796 shares
    Change vs previous 13F +4,664 shares

    0.01% of the 13F portfolio, value $2,610,531.

    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 59,132 shares
    Change vs previous 13F -2,445 shares

    0.01% of the 13F portfolio, value $2,359,387.

    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 61,577 shares
    Change vs previous 13F -6,077 shares

    0.01% of the 13F portfolio, value $2,810,397.

    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 67,654 shares
    Change vs previous 13F +2,867 shares

    0.01% of the 13F portfolio, value $2,873,285.

    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 64,787 shares
    Change vs previous 13F +4,995 shares

    0.01% of the 13F portfolio, value $2,490,432.

    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 59,792 shares
    Change vs previous 13F -115 shares

    0.01% of the 13F portfolio, value $2,344,965.

    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 59,907 shares
    Change vs previous 13F +6,126 shares

    0.01% of the 13F portfolio, value $2,166,303.

    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 53,781 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,904,940.

    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).