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Disclosery

Pathstone Holdings, LLC: RJF position timeline

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

Pathstone Holdings, LLC held 36,657 RJF 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 36,657 shares
    Change vs previous 13F +500 shares

    0.02% of the 13F portfolio, value $5,576,294.

    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 36,157 shares
    Change vs previous 13F +894 shares

    0.02% of the 13F portfolio, value $5,235,141.

    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 35,263 shares
    Change vs previous 13F -1,986 shares

    0.02% of the 13F portfolio, value $5,662,737.

    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 37,249 shares
    Change vs previous 13F +1,324 shares

    0.02% of the 13F portfolio, value $6,429,130.

    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 35,925 shares
    Change vs previous 13F -11,598 shares

    0.02% of the 13F portfolio, value $5,509,823.

    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 47,523 shares
    Change vs previous 13F +11,734 shares

    0.03% of the 13F portfolio, value $6,611,838.

    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 35,789 shares
    Change vs previous 13F +112 shares

    0.02% of the 13F portfolio, value $5,559,116.

    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 35,677 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,369,048.

    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).