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Disclosery

Pathstone Holdings, LLC: SUSA position timeline

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

Pathstone Holdings, LLC held 39,580 SUSA 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 39,580 shares
    Change vs previous 13F +7,831 shares

    0.02% of the 13F portfolio, value $6,107,266.

    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 31,749 shares
    Change vs previous 13F +26 shares

    0.02% of the 13F portfolio, value $4,194,043.

    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 31,723 shares
    Change vs previous 13F +4,226 shares

    0.02% of the 13F portfolio, value $4,420,440.

    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 27,497 shares
    Change vs previous 13F -5 shares

    0.01% of the 13F portfolio, value $3,729,968.

    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 27,502 shares
    Change vs previous 13F +2,094 shares

    0.01% of the 13F portfolio, value $3,485,879.

    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 25,408 shares
    Change vs previous 13F -4,532 shares

    0.01% of the 13F portfolio, value $2,917,648.

    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 29,940 shares
    Change vs previous 13F -497 shares

    0.02% of the 13F portfolio, value $3,645,691.

    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 30,437 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,662,909.

    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).