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
- period ended2026-06-3013F 82,246 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 101,633 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 95,429 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 101,592 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 95,863 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 109,509 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 129,261 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 126,684 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).