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Disclosery

Pathstone Holdings, LLC: SHEN position timeline

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

Pathstone Holdings, LLC held 49,056 SHEN 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 49,056 shares
    Change vs previous 13F +3,953 shares

    <0.01% of the 13F portfolio, value $739,762.

    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 45,103 shares
    Change vs previous 13F +117 shares

    <0.01% of the 13F portfolio, value $695,485.

    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 44,986 shares
    Change vs previous 13F +87 shares

    <0.01% of the 13F portfolio, value $520,036.

    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 44,899 shares
    Change vs previous 13F -1,165 shares

    <0.01% of the 13F portfolio, value $602,542.

    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 46,064 shares
    Change vs previous 13F +5,601 shares

    <0.01% of the 13F portfolio, value $629,231.

    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 40,463 shares
    Change vs previous 13F +1,286 shares

    <0.01% of the 13F portfolio, value $508,618.

    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 39,177 shares
    Change vs previous 13F -552 shares

    <0.01% of the 13F portfolio, value $494,031.

    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 39,729 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $560,574.

    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).