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Disclosery

Pathstone Holdings, LLC: SFM position timeline

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

Pathstone Holdings, LLC held 57,786 SFM 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 57,786 shares
    Change vs previous 13F +31,867 shares

    0.01% of the 13F portfolio, value $4,886,930.

    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 25,919 shares
    Change vs previous 13F -706 shares

    0.01% of the 13F portfolio, value $1,999,133.

    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 26,625 shares
    Change vs previous 13F +6,957 shares

    0.01% of the 13F portfolio, value $2,121,215.

    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 19,668 shares
    Change vs previous 13F -7,795 shares

    0.01% of the 13F portfolio, value $2,139,909.

    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 27,463 shares
    Change vs previous 13F +177 shares

    0.02% of the 13F portfolio, value $4,521,553.

    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 27,286 shares
    Change vs previous 13F +4,450 shares

    0.02% of the 13F portfolio, value $4,164,952.

    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 22,836 shares
    Change vs previous 13F -6,153 shares

    0.01% of the 13F portfolio, value $2,902,158.

    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 28,989 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,200,690.

    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).