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Disclosery

Pathstone Holdings, LLC: UMC position timeline

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

Pathstone Holdings, LLC held 142,719 UMC 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 142,719 shares
    Change vs previous 13F +39,817 shares

    0.01% of the 13F portfolio, value $3,883,391.

    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 102,902 shares
    Change vs previous 13F +2,478 shares

    <0.01% of the 13F portfolio, value $924,062.

    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 100,424 shares
    Change vs previous 13F +6,812 shares

    <0.01% of the 13F portfolio, value $789,335.

    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 93,612 shares
    Change vs previous 13F -5,923 shares

    <0.01% of the 13F portfolio, value $709,582.

    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 99,535 shares
    Change vs previous 13F +9,453 shares

    <0.01% of the 13F portfolio, value $765,514.

    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 90,082 shares
    Change vs previous 13F +624 shares

    <0.01% of the 13F portfolio, value $644,086.

    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 89,458 shares
    Change vs previous 13F -3,315 shares

    <0.01% of the 13F portfolio, value $580,474.

    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 92,773 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $781,149.

    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).