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Disclosery

Pathstone Holdings, LLC: SDHY position timeline

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

Pathstone Holdings, LLC held 489,956 SDHY 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 489,956 shares
    Change vs previous 13F -28,971 shares

    0.02% of the 13F portfolio, value $8,030,381.

    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 518,927 shares
    Change vs previous 13F -306,717 shares

    0.03% of the 13F portfolio, value $8,313,204.

    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 825,644 shares
    Change vs previous 13F -388,327 shares

    0.05% of the 13F portfolio, value $13,581,846.

    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 1,213,971 shares
    Change vs previous 13F -311,818 shares

    0.08% of the 13F portfolio, value $20,297,590.

    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 1,525,789 shares
    Change vs previous 13F -288,493 shares

    0.1% of the 13F portfolio, value $25,694,282.

    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 1,814,282 shares
    Change vs previous 13F +47,156 shares

    0.13% of the 13F portfolio, value $30,148,169.

    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 1,767,126 shares
    Change vs previous 13F +197,708 shares

    0.13% of the 13F portfolio, value $28,514,797.

    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 1,569,418 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $26,242,183.

    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).