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Disclosery

Pathstone Holdings, LLC: RELY position timeline

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

Pathstone Holdings, LLC held 221,239 RELY 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 221,239 shares
    Change vs previous 13F -37,683 shares

    0.01% of the 13F portfolio, value $4,955,710.

    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 258,922 shares
    Change vs previous 13F +16,103 shares

    0.02% of the 13F portfolio, value $4,057,316.

    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 242,819 shares
    Change vs previous 13F -20,571 shares

    0.01% of the 13F portfolio, value $3,350,909.

    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 263,390 shares
    Change vs previous 13F +281 shares

    0.02% of the 13F portfolio, value $4,293,265.

    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 263,109 shares
    Change vs previous 13F -468,957 shares

    0.02% of the 13F portfolio, value $4,938,565.

    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 732,066 shares
    Change vs previous 13F +425,291 shares

    0.07% of the 13F portfolio, value $15,709,488.

    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 306,775 shares
    Change vs previous 13F -48,938 shares

    0.03% of the 13F portfolio, value $6,923,922.

    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 355,713 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,763,004.

    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).