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Disclosery

Pathstone Holdings, LLC: PLTR position timeline

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

Pathstone Holdings, LLC held 165,892 PLTR 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 165,892 shares
    Change vs previous 13F +2,031 shares

    0.06% of the 13F portfolio, value $19,439,466.

    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 163,861 shares
    Change vs previous 13F -2,938 shares

    0.1% of the 13F portfolio, value $23,969,426.

    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 166,799 shares
    Change vs previous 13F +9,091 shares

    0.11% of the 13F portfolio, value $29,610,744.

    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 157,708 shares
    Change vs previous 13F +13,425 shares

    0.11% of the 13F portfolio, value $28,624,050.

    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 144,283 shares
    Change vs previous 13F -65,957 shares

    0.08% of the 13F portfolio, value $19,668,663.

    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 210,240 shares
    Change vs previous 13F +93,387 shares

    0.08% of the 13F portfolio, value $17,746,244.

    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 116,853 shares
    Change vs previous 13F +8,146 shares

    0.04% of the 13F portfolio, value $8,838,196.

    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 108,707 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,043,890.

    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).