Skip to content
Disclosery

Pathstone Holdings, LLC: SDY position timeline

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

Pathstone Holdings, LLC held 793,377 SDY 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 793,377 shares
    Change vs previous 13F +10,637 shares

    0.35% of the 13F portfolio, value $120,736,064.

    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 782,740 shares
    Change vs previous 13F +11,243 shares

    0.45% of the 13F portfolio, value $114,232,835.

    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 771,497 shares
    Change vs previous 13F +2,905 shares

    0.41% of the 13F portfolio, value $107,483,726.

    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 768,592 shares
    Change vs previous 13F +8,380 shares

    0.41% of the 13F portfolio, value $107,641,376.

    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 760,212 shares
    Change vs previous 13F +4,568 shares

    0.41% of the 13F portfolio, value $103,183,579.

    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 755,644 shares
    Change vs previous 13F -4,004 shares

    0.44% of the 13F portfolio, value $102,525,855.

    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 759,648 shares
    Change vs previous 13F -13,383 shares

    0.44% of the 13F portfolio, value $100,349,842.

    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 773,031 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $109,801,565.

    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).