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Disclosery

Pathstone Holdings, LLC: SUI position timeline

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

Pathstone Holdings, LLC held 10,774 SUI 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 10,774 shares
    Change vs previous 13F -112 shares

    <0.01% of the 13F portfolio, value $1,293,152.

    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 10,886 shares
    Change vs previous 13F +28 shares

    0.01% of the 13F portfolio, value $1,372,094.

    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 10,858 shares
    Change vs previous 13F -707 shares

    0.01% of the 13F portfolio, value $1,346,259.

    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 11,565 shares
    Change vs previous 13F +780 shares

    0.01% of the 13F portfolio, value $1,493,348.

    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 10,785 shares
    Change vs previous 13F +2,187 shares

    0.01% of the 13F portfolio, value $1,364,996.

    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 8,598 shares
    Change vs previous 13F +423 shares

    <0.01% of the 13F portfolio, value $1,106,374.

    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 8,175 shares
    Change vs previous 13F +263 shares

    <0.01% of the 13F portfolio, value $1,005,643.

    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 7,912 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,069,530.

    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).