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Disclosery

Pathstone Holdings, LLC: SBCF position timeline

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

Pathstone Holdings, LLC held 106,264 SBCF 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 106,264 shares
    Change vs previous 13F -1,108 shares

    0.01% of the 13F portfolio, value $3,533,293.

    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 107,372 shares
    Change vs previous 13F +1,033 shares

    0.01% of the 13F portfolio, value $3,252,312.

    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 106,339 shares
    Change vs previous 13F -1,723 shares

    0.01% of the 13F portfolio, value $3,341,186.

    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 108,062 shares
    Change vs previous 13F -1,923 shares

    0.01% of the 13F portfolio, value $3,288,325.

    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 109,985 shares
    Change vs previous 13F -65,696 shares

    0.01% of the 13F portfolio, value $3,037,778.

    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 175,681 shares
    Change vs previous 13F +64,266 shares

    0.02% of the 13F portfolio, value $4,521,783.

    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 111,415 shares
    Change vs previous 13F +7,897 shares

    0.01% of the 13F portfolio, value $3,067,243.

    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 103,518 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,758,751.

    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).