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Disclosery

Pathstone Holdings, LLC: PSA position timeline

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

Pathstone Holdings, LLC held 8,934 PSA 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 8,934 shares
    Change vs previous 13F +583 shares

    0.01% of the 13F portfolio, value $2,843,692.

    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 8,351 shares
    Change vs previous 13F -194 shares

    0.01% of the 13F portfolio, value $2,262,148.

    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 8,545 shares
    Change vs previous 13F -2,190 shares

    0.01% of the 13F portfolio, value $2,217,667.

    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 10,735 shares
    Change vs previous 13F -56 shares

    0.01% of the 13F portfolio, value $3,100,662.

    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 10,791 shares
    Change vs previous 13F -7,322 shares

    0.01% of the 13F portfolio, value $3,166,052.

    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 18,113 shares
    Change vs previous 13F +6,375 shares

    0.02% of the 13F portfolio, value $5,248,829.

    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 11,738 shares
    Change vs previous 13F +153 shares

    0.02% of the 13F portfolio, value $3,514,869.

    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 11,585 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,215,444.

    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).