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Pathstone Holdings, LLC: SYF position timeline

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

Pathstone Holdings, LLC held 45,958 SYF 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 45,958 shares
    Change vs previous 13F +1,083 shares

    0.01% of the 13F portfolio, value $3,501,146.

    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 44,875 shares
    Change vs previous 13F -4,454 shares

    0.01% of the 13F portfolio, value $3,052,484.

    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 49,329 shares
    Change vs previous 13F +5,228 shares

    0.02% of the 13F portfolio, value $4,115,614.

    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 44,101 shares
    Change vs previous 13F +395 shares

    0.01% of the 13F portfolio, value $3,133,430.

    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 43,706 shares
    Change vs previous 13F +2,674 shares

    0.01% of the 13F portfolio, value $2,916,921.

    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 41,032 shares
    Change vs previous 13F +2,775 shares

    0.01% of the 13F portfolio, value $2,179,405.

    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 38,257 shares
    Change vs previous 13F +472 shares

    0.01% of the 13F portfolio, value $2,486,455.

    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 37,785 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,884,745.

    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).