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Disclosery

Pathstone Holdings, LLC: UFPT position timeline

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

Pathstone Holdings, LLC held 5,348 UFPT 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 5,348 shares
    Change vs previous 13F -165 shares

    <0.01% of the 13F portfolio, value $1,417,958.

    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 5,513 shares
    Change vs previous 13F +3,998 shares

    <0.01% of the 13F portfolio, value $1,067,348.

    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 1,515 shares
    Change vs previous 13F -3,412 shares

    <0.01% of the 13F portfolio, value $336,309.

    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 4,927 shares
    Change vs previous 13F +150 shares

    <0.01% of the 13F portfolio, value $983,458.

    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 4,777 shares
    Change vs previous 13F +505 shares

    <0.01% of the 13F portfolio, value $1,166,359.

    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 4,272 shares
    Change vs previous 13F +1,108 shares

    <0.01% of the 13F portfolio, value $861,756.

    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 3,164 shares
    Change vs previous 13F +2,117 shares

    <0.01% of the 13F portfolio, value $773,630.

    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 1,047 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $331,585.

    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).