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Disclosery

Pathstone Holdings, LLC: PKX position timeline

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

Pathstone Holdings, LLC held 16,381 PKX 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 16,381 shares
    Change vs previous 13F +7,134 shares

    <0.01% of the 13F portfolio, value $841,677.

    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 9,247 shares
    Change vs previous 13F +135 shares

    <0.01% of the 13F portfolio, value $540,881.

    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 9,112 shares
    Change vs previous 13F +724 shares

    <0.01% of the 13F portfolio, value $484,870.

    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 8,388 shares
    Change vs previous 13F +39 shares

    <0.01% of the 13F portfolio, value $412,814.

    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 8,349 shares
    Change vs previous 13F -79 shares

    <0.01% of the 13F portfolio, value $404,876.

    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 8,428 shares
    Change vs previous 13F -891 shares

    <0.01% of the 13F portfolio, value $400,415.

    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 9,319 shares
    Change vs previous 13F -137 shares

    <0.01% of the 13F portfolio, value $403,896.

    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 9,456 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $661,809.

    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).