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Disclosery

Pathstone Holdings, LLC: PDD position timeline

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

Pathstone Holdings, LLC held 9,225 PDD 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 9,225 shares
    Change vs previous 13F -1,189 shares

    <0.01% of the 13F portfolio, value $703,678.

    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 10,414 shares
    Change vs previous 13F -360 shares

    <0.01% of the 13F portfolio, value $1,064,096.

    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 10,774 shares
    Change vs previous 13F +320 shares

    <0.01% of the 13F portfolio, value $1,221,664.

    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 10,454 shares
    Change vs previous 13F +599 shares

    0.01% of the 13F portfolio, value $1,381,707.

    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 9,855 shares
    Change vs previous 13F -4,481 shares

    <0.01% of the 13F portfolio, value $1,031,426.

    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 14,336 shares
    Change vs previous 13F +4,456 shares

    0.01% of the 13F portfolio, value $1,696,761.

    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 9,880 shares
    Change vs previous 13F +135 shares

    <0.01% of the 13F portfolio, value $984,729.

    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 9,745 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,313,724.

    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).