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Pathstone Holdings, LLC: STEW position timeline

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

Pathstone Holdings, LLC held 891,906 STEW 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 891,906 shares
    Change vs previous 13F -18,321 shares

    0.05% of the 13F portfolio, value $15,965,123.

    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 910,227 shares
    Change vs previous 13F -23,250 shares

    0.06% of the 13F portfolio, value $15,564,878.

    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 933,477 shares
    Change vs previous 13F -19,086 shares

    0.07% of the 13F portfolio, value $17,306,655.

    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 952,563 shares
    Change vs previous 13F -16,793 shares

    0.07% of the 13F portfolio, value $17,298,541.

    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 969,356 shares
    Change vs previous 13F -195,342 shares

    0.07% of the 13F portfolio, value $17,138,215.

    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 1,164,698 shares
    Change vs previous 13F -31,604 shares

    0.08% of the 13F portfolio, value $19,541,895.

    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 1,196,302 shares
    Change vs previous 13F -1,107 shares

    0.08% of the 13F portfolio, value $19,184,023.

    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 1,197,409 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $18,934,311.

    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).