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Disclosery

Pathstone Holdings, LLC: UPS position timeline

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

Pathstone Holdings, LLC held 103,172 UPS 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 103,172 shares
    Change vs previous 13F +8,202 shares

    0.03% of the 13F portfolio, value $11,117,258.

    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 94,970 shares
    Change vs previous 13F +7,320 shares

    0.04% of the 13F portfolio, value $9,343,347.

    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 87,650 shares
    Change vs previous 13F +12,892 shares

    0.03% of the 13F portfolio, value $8,694,140.

    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 74,758 shares
    Change vs previous 13F -3,155 shares

    0.02% of the 13F portfolio, value $6,244,555.

    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 77,913 shares
    Change vs previous 13F -10,335 shares

    0.03% of the 13F portfolio, value $7,864,534.

    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 88,248 shares
    Change vs previous 13F +5,611 shares

    0.04% of the 13F portfolio, value $9,709,685.

    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 82,637 shares
    Change vs previous 13F -13,754 shares

    0.05% of the 13F portfolio, value $10,423,815.

    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 96,391 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $13,142,160.

    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).