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Pathstone Holdings, LLC: SNY position timeline

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

Pathstone Holdings, LLC held 159,684 SNY 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 159,684 shares
    Change vs previous 13F -64,395 shares

    0.02% of the 13F portfolio, value $6,812,131.

    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 224,079 shares
    Change vs previous 13F -15,813 shares

    0.04% of the 13F portfolio, value $10,796,130.

    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 239,892 shares
    Change vs previous 13F +18,495 shares

    0.04% of the 13F portfolio, value $11,625,173.

    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 221,397 shares
    Change vs previous 13F +8,936 shares

    0.04% of the 13F portfolio, value $10,449,942.

    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 212,461 shares
    Change vs previous 13F -2,108 shares

    0.04% of the 13F portfolio, value $10,263,971.

    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 214,569 shares
    Change vs previous 13F +7,674 shares

    0.05% of the 13F portfolio, value $11,899,403.

    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 206,895 shares
    Change vs previous 13F +37,937 shares

    0.04% of the 13F portfolio, value $9,981,007.

    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 168,958 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $9,737,044.

    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).