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Disclosery

Pathstone Holdings, LLC: SU position timeline

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

Pathstone Holdings, LLC held 24,879 SU 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 24,879 shares
    Change vs previous 13F -1,697 shares

    <0.01% of the 13F portfolio, value $1,335,480.

    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 26,576 shares
    Change vs previous 13F +716 shares

    0.01% of the 13F portfolio, value $1,756,909.

    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 25,860 shares
    Change vs previous 13F +1,320 shares

    <0.01% of the 13F portfolio, value $1,147,155.

    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 24,540 shares
    Change vs previous 13F +1,222 shares

    <0.01% of the 13F portfolio, value $1,026,023.

    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 23,318 shares
    Change vs previous 13F -1,148 shares

    <0.01% of the 13F portfolio, value $873,264.

    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 24,466 shares
    Change vs previous 13F +391 shares

    <0.01% of the 13F portfolio, value $947,309.

    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 24,075 shares
    Change vs previous 13F -885 shares

    <0.01% of the 13F portfolio, value $858,971.

    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 24,960 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $921,496.

    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).