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Disclosery

Pathstone Holdings, LLC: PLD position timeline

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

Pathstone Holdings, LLC held 109,452 PLD 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 109,452 shares
    Change vs previous 13F +6,278 shares

    0.04% of the 13F portfolio, value $14,859,132.

    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 103,174 shares
    Change vs previous 13F +4,978 shares

    0.05% of the 13F portfolio, value $13,637,454.

    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 98,196 shares
    Change vs previous 13F +2,685 shares

    0.05% of the 13F portfolio, value $12,535,677.

    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 95,511 shares
    Change vs previous 13F +1,797 shares

    0.04% of the 13F portfolio, value $10,937,887.

    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 93,714 shares
    Change vs previous 13F -43,981 shares

    0.04% of the 13F portfolio, value $9,851,251.

    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 137,695 shares
    Change vs previous 13F +46,344 shares

    0.07% of the 13F portfolio, value $15,395,224.

    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 91,351 shares
    Change vs previous 13F -8,200 shares

    0.04% of the 13F portfolio, value $9,656,057.

    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 99,551 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $12,571,277.

    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).