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Disclosery

Pathstone Holdings, LLC: SFBS position timeline

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

Pathstone Holdings, LLC held 7,320 SFBS 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 7,320 shares
    Change vs previous 13F -461 shares

    <0.01% of the 13F portfolio, value $635,011.

    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 7,781 shares
    Change vs previous 13F +490 shares

    <0.01% of the 13F portfolio, value $566,692.

    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 7,291 shares
    Change vs previous 13F -2,235 shares

    <0.01% of the 13F portfolio, value $523,422.

    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 9,526 shares
    Change vs previous 13F +2,300 shares

    <0.01% of the 13F portfolio, value $767,129.

    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 7,226 shares
    Change vs previous 13F -7,890 shares

    <0.01% of the 13F portfolio, value $560,088.

    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 15,116 shares
    Change vs previous 13F +6,733 shares

    0.01% of the 13F portfolio, value $1,248,582.

    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 8,383 shares
    Change vs previous 13F -182 shares

    <0.01% of the 13F portfolio, value $710,376.

    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 8,565 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $689,056.

    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).