Skip to content
Disclosery

Pathstone Holdings, LLC: SOFI position timeline

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

Pathstone Holdings, LLC held 87,529 SOFI 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 87,529 shares
    Change vs previous 13F -1,541 shares

    <0.01% of the 13F portfolio, value $1,569,382.

    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 89,070 shares
    Change vs previous 13F -24,038 shares

    0.01% of the 13F portfolio, value $1,414,428.

    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 113,108 shares
    Change vs previous 13F -8,580 shares

    0.01% of the 13F portfolio, value $2,961,165.

    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 121,688 shares
    Change vs previous 13F -10,217 shares

    0.01% of the 13F portfolio, value $3,214,998.

    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 131,905 shares
    Change vs previous 13F -51,285 shares

    0.01% of the 13F portfolio, value $2,401,990.

    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 183,190 shares
    Change vs previous 13F -689 shares

    0.01% of the 13F portfolio, value $2,100,102.

    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 183,879 shares
    Change vs previous 13F -8,178 shares

    0.01% of the 13F portfolio, value $2,851,741.

    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 192,057 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,509,572.

    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).