Skip to content
Disclosery

Pathstone Holdings, LLC: PRIM position timeline

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

Pathstone Holdings, LLC held 2,930 PRIM 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 2,930 shares
    Change vs previous 13F -5,836 shares

    <0.01% of the 13F portfolio, value $290,444.

    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 8,766 shares
    Change vs previous 13F +990 shares

    <0.01% of the 13F portfolio, value $1,253,929.

    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 7,776 shares
    Change vs previous 13F +5,313 shares

    <0.01% of the 13F portfolio, value $965,398.

    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 2,463 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $338,298.

    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).