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Disclosery

Pathstone Holdings, LLC: PMO position timeline

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

Pathstone Holdings, LLC held 203,238 PMO 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 203,238 shares
    Change vs previous 13F -42,568 shares

    0.01% of the 13F portfolio, value $2,142,129.

    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 245,806 shares
    Change vs previous 13F -126,778 shares

    0.01% of the 13F portfolio, value $2,531,802.

    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 372,584 shares
    Change vs previous 13F -190,960 shares

    0.02% of the 13F portfolio, value $3,986,650.

    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 563,544 shares
    Change vs previous 13F +33,826 shares

    0.02% of the 13F portfolio, value $5,821,410.

    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 529,718 shares
    Change vs previous 13F -111,598 shares

    0.02% of the 13F portfolio, value $5,238,912.

    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 641,316 shares
    Change vs previous 13F +66,149 shares

    0.03% of the 13F portfolio, value $6,618,666.

    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 575,167 shares
    Change vs previous 13F +217,543 shares

    0.03% of the 13F portfolio, value $5,827,475.

    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 357,624 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,898,342.

    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).