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Disclosery

Pathstone Holdings, LLC: SLM position timeline

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

Pathstone Holdings, LLC held 48,704 SLM 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 48,704 shares
    Change vs previous 13F +14,678 shares

    <0.01% of the 13F portfolio, value $1,263,391.

    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 34,026 shares
    Change vs previous 13F +2,185 shares

    <0.01% of the 13F portfolio, value $728,504.

    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 31,841 shares
    Change vs previous 13F +4,515 shares

    <0.01% of the 13F portfolio, value $861,626.

    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 27,326 shares
    Change vs previous 13F +36 shares

    <0.01% of the 13F portfolio, value $756,389.

    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 27,290 shares
    Change vs previous 13F +1,872 shares

    <0.01% of the 13F portfolio, value $894,845.

    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 25,418 shares
    Change vs previous 13F +7,088 shares

    <0.01% of the 13F portfolio, value $746,533.

    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 18,330 shares
    Change vs previous 13F +630 shares

    <0.01% of the 13F portfolio, value $505,607.

    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 17,700 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $404,798.

    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).