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Disclosery

Pathstone Holdings, LLC: SPXE position timeline

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

Pathstone Holdings, LLC held 41,073 SPXE 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 41,073 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $3,314,447.

    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 41,073 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $2,854,549.

    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 41,073 shares
    Change vs previous 13F +230 shares

    0.01% of the 13F portfolio, value $3,034,502.

    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 40,843 shares
    Change vs previous 13F +56 shares

    0.01% of the 13F portfolio, value $2,947,329.

    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 40,787 shares
    Change vs previous 13F +671 shares

    0.01% of the 13F portfolio, value $2,728,140.

    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 40,116 shares
    Change vs previous 13F +230 shares

    0.01% of the 13F portfolio, value $2,411,441.

    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 39,886 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,523,460.

    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).