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Disclosery

Pathstone Holdings, LLC: SHY position timeline

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

Pathstone Holdings, LLC held 50,562 SHY 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 50,562 shares
    Change vs previous 13F -1,481 shares

    0.01% of the 13F portfolio, value $4,151,625.

    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 52,043 shares
    Change vs previous 13F -3,671 shares

    0.02% of the 13F portfolio, value $4,297,125.

    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 55,714 shares
    Change vs previous 13F -1,234 shares

    0.02% of the 13F portfolio, value $4,614,205.

    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 56,948 shares
    Change vs previous 13F -7,065 shares

    0.02% of the 13F portfolio, value $4,724,438.

    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 64,013 shares
    Change vs previous 13F -35,688 shares

    0.02% of the 13F portfolio, value $5,304,132.

    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 99,701 shares
    Change vs previous 13F -240,287 shares

    0.04% of the 13F portfolio, value $8,245,332.

    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 339,988 shares
    Change vs previous 13F -358,129 shares

    0.12% of the 13F portfolio, value $27,871,713.

    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 698,117 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $58,048,384.

    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).