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Disclosery

Pathstone Holdings, LLC: PBI position timeline

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

Pathstone Holdings, LLC held 33,859 PBI 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 33,859 shares
    Change vs previous 13F -887 shares

    <0.01% of the 13F portfolio, value $593,210.

    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 34,746 shares
    Change vs previous 13F +842 shares

    <0.01% of the 13F portfolio, value $383,943.

    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 33,904 shares
    Change vs previous 13F -1,067 shares

    <0.01% of the 13F portfolio, value $358,366.

    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 34,971 shares
    Change vs previous 13F +6,931 shares

    <0.01% of the 13F portfolio, value $399,019.

    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 28,040 shares
    Change vs previous 13F -27,892 shares

    <0.01% of the 13F portfolio, value $305,917.

    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 55,932 shares
    Change vs previous 13F +20,655 shares

    <0.01% of the 13F portfolio, value $506,184.

    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 35,277 shares
    Change vs previous 13F -2,855 shares

    <0.01% of the 13F portfolio, value $255,406.

    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 38,132 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $271,881.

    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).