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Disclosery

Pathstone Holdings, LLC: PLMR position timeline

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

Pathstone Holdings, LLC held 12,532 PLMR 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 12,532 shares
    Change vs previous 13F -245 shares

    <0.01% of the 13F portfolio, value $1,583,921.

    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 12,777 shares
    Change vs previous 13F -4,812 shares

    0.01% of the 13F portfolio, value $1,526,852.

    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 17,589 shares
    Change vs previous 13F -1,260 shares

    0.01% of the 13F portfolio, value $2,370,295.

    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 18,849 shares
    Change vs previous 13F -171 shares

    0.01% of the 13F portfolio, value $2,200,622.

    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 19,020 shares
    Change vs previous 13F -13,131 shares

    0.01% of the 13F portfolio, value $2,933,836.

    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 32,151 shares
    Change vs previous 13F +11,871 shares

    0.02% of the 13F portfolio, value $4,407,257.

    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 20,280 shares
    Change vs previous 13F +1,328 shares

    0.01% of the 13F portfolio, value $2,141,366.

    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 18,952 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,794,185.

    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).