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Disclosery

Pathstone Holdings, LLC: SBI position timeline

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

Pathstone Holdings, LLC held 157,478 SBI 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 157,478 shares
    Change vs previous 13F -5,730 shares

    <0.01% of the 13F portfolio, value $1,239,355.

    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 163,208 shares
    Change vs previous 13F +76,235 shares

    <0.01% of the 13F portfolio, value $1,253,441.

    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 86,973 shares
    Change vs previous 13F -64,923 shares

    <0.01% of the 13F portfolio, value $667,954.

    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 151,896 shares
    Change vs previous 13F -47,855 shares

    <0.01% of the 13F portfolio, value $1,201,500.

    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 199,751 shares
    Change vs previous 13F -50,845 shares

    0.01% of the 13F portfolio, value $1,502,130.

    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 250,596 shares
    Change vs previous 13F -14,822 shares

    0.01% of the 13F portfolio, value $1,981,479.

    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 265,418 shares
    Change vs previous 13F -4,753 shares

    0.01% of the 13F portfolio, value $2,059,284.

    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 270,171 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,215,690.

    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).