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Disclosery

Pathstone Holdings, LLC: RFMZ position timeline

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

Pathstone Holdings, LLC held 840,046 RFMZ 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 840,046 shares
    Change vs previous 13F +293,967 shares

    0.03% of the 13F portfolio, value $11,449,828.

    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 546,079 shares
    Change vs previous 13F +199,459 shares

    0.03% of the 13F portfolio, value $6,907,900.

    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 346,620 shares
    Change vs previous 13F -48,758 shares

    0.02% of the 13F portfolio, value $4,388,210.

    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 395,378 shares
    Change vs previous 13F +61,403 shares

    0.02% of the 13F portfolio, value $5,159,684.

    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 333,975 shares
    Change vs previous 13F +116,847 shares

    0.02% of the 13F portfolio, value $4,221,445.

    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 217,128 shares
    Change vs previous 13F +153,988 shares

    0.01% of the 13F portfolio, value $2,941,922.

    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 63,140 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $846,113.

    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).