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Disclosery

Pathstone Holdings, LLC: TM position timeline

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

Pathstone Holdings, LLC held 24,186 TM 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 24,186 shares
    Change vs previous 13F -3,090 shares

    0.01% of the 13F portfolio, value $4,073,416.

    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 27,276 shares
    Change vs previous 13F +1,402 shares

    0.02% of the 13F portfolio, value $5,621,332.

    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 25,874 shares
    Change vs previous 13F +2,092 shares

    0.02% of the 13F portfolio, value $5,538,667.

    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 23,782 shares
    Change vs previous 13F +1,113 shares

    0.02% of the 13F portfolio, value $4,544,606.

    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 22,669 shares
    Change vs previous 13F -1,128 shares

    0.02% of the 13F portfolio, value $3,905,031.

    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 23,797 shares
    Change vs previous 13F -160 shares

    0.02% of the 13F portfolio, value $4,201,041.

    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 23,957 shares
    Change vs previous 13F +1,061 shares

    0.02% of the 13F portfolio, value $4,657,025.

    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 22,896 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,088,697.

    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).