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Disclosery

Pathstone Holdings, LLC: SCHF position timeline

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

Pathstone Holdings, LLC held 449,591 SCHF 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 449,591 shares
    Change vs previous 13F +375,889 shares

    0.04% of the 13F portfolio, value $12,453,689.

    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 73,702 shares
    Change vs previous 13F +12,898 shares

    0.01% of the 13F portfolio, value $1,824,113.

    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 60,804 shares
    Change vs previous 13F -6,184 shares

    0.01% of the 13F portfolio, value $1,461,715.

    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 66,988 shares
    Change vs previous 13F -64 shares

    0.01% of the 13F portfolio, value $1,559,454.

    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 67,052 shares
    Change vs previous 13F -71,482 shares

    0.01% of the 13F portfolio, value $1,481,843.

    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 138,534 shares
    Change vs previous 13F +76,173 shares

    0.01% of the 13F portfolio, value $2,740,198.

    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 62,361 shares
    Change vs previous 13F +21,193 shares

    0.01% of the 13F portfolio, value $1,155,035.

    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 41,168 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,691,952.

    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).