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Pathstone Holdings, LLC: SYY position timeline

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

Pathstone Holdings, LLC held 82,246 SYY 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 82,246 shares
    Change vs previous 13F -19,387 shares

    0.02% of the 13F portfolio, value $6,883,970.

    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 101,633 shares
    Change vs previous 13F +6,204 shares

    0.03% of the 13F portfolio, value $7,249,443.

    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 95,429 shares
    Change vs previous 13F -6,163 shares

    0.03% of the 13F portfolio, value $7,032,156.

    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 101,592 shares
    Change vs previous 13F +5,729 shares

    0.03% of the 13F portfolio, value $8,365,057.

    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 95,863 shares
    Change vs previous 13F -13,646 shares

    0.03% of the 13F portfolio, value $7,260,665.

    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 109,509 shares
    Change vs previous 13F -19,752 shares

    0.04% of the 13F portfolio, value $8,217,261.

    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 129,261 shares
    Change vs previous 13F +2,577 shares

    0.04% of the 13F portfolio, value $9,878,755.

    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 126,684 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $9,888,891.

    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).