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Disclosery

Pathstone Holdings, LLC: PSO position timeline

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

Pathstone Holdings, LLC held 158,721 PSO 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 158,721 shares
    Change vs previous 13F +30,085 shares

    0.01% of the 13F portfolio, value $2,522,071.

    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 128,636 shares
    Change vs previous 13F +2,688 shares

    0.01% of the 13F portfolio, value $1,689,489.

    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 125,948 shares
    Change vs previous 13F -4,942 shares

    0.01% of the 13F portfolio, value $1,768,304.

    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 130,890 shares
    Change vs previous 13F +2,316 shares

    0.01% of the 13F portfolio, value $1,853,398.

    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 128,574 shares
    Change vs previous 13F -14,314 shares

    0.01% of the 13F portfolio, value $1,919,613.

    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 142,888 shares
    Change vs previous 13F +2,639 shares

    0.01% of the 13F portfolio, value $2,290,167.

    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 140,249 shares
    Change vs previous 13F +3,508 shares

    0.01% of the 13F portfolio, value $2,260,834.

    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 136,741 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,855,576.

    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).