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Disclosery

Pathstone Holdings, LLC: PPL position timeline

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

Pathstone Holdings, LLC held 59,078 PPL 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 59,078 shares
    Change vs previous 13F -10,189 shares

    0.01% of the 13F portfolio, value $2,163,688.

    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 69,267 shares
    Change vs previous 13F +15,124 shares

    0.01% of the 13F portfolio, value $2,648,914.

    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 54,143 shares
    Change vs previous 13F +2,682 shares

    0.01% of the 13F portfolio, value $1,898,462.

    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 51,461 shares
    Change vs previous 13F +4,789 shares

    0.01% of the 13F portfolio, value $1,914,496.

    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 46,672 shares
    Change vs previous 13F -26,132 shares

    0.01% of the 13F portfolio, value $1,583,886.

    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 72,804 shares
    Change vs previous 13F +28,750 shares

    0.01% of the 13F portfolio, value $2,631,885.

    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 44,054 shares
    Change vs previous 13F +5,073 shares

    0.01% of the 13F portfolio, value $1,431,416.

    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 38,981 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,290,673.

    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).