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Disclosery

Pathstone Holdings, LLC: USFD position timeline

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

Pathstone Holdings, LLC held 39,359 USFD 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 39,359 shares
    Change vs previous 13F +2,204 shares

    0.01% of the 13F portfolio, value $4,024,478.

    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 37,155 shares
    Change vs previous 13F +8,877 shares

    0.01% of the 13F portfolio, value $3,426,096.

    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 28,278 shares
    Change vs previous 13F +1,381 shares

    0.01% of the 13F portfolio, value $2,129,899.

    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 26,897 shares
    Change vs previous 13F +3,001 shares

    0.01% of the 13F portfolio, value $2,060,849.

    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 23,896 shares
    Change vs previous 13F -5,035 shares

    0.01% of the 13F portfolio, value $1,840,232.

    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 28,931 shares
    Change vs previous 13F +836 shares

    0.01% of the 13F portfolio, value $1,894,028.

    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 28,095 shares
    Change vs previous 13F +3,187 shares

    0.01% of the 13F portfolio, value $1,895,307.

    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 24,908 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,531,844.

    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).