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Disclosery

Pathstone Holdings, LLC: VOT position timeline

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

Pathstone Holdings, LLC held 16,218 VOT 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 16,218 shares
    Change vs previous 13F +1,929 shares

    0.01% of the 13F portfolio, value $4,967,573.

    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 14,289 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $3,677,274.

    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 14,289 shares
    Change vs previous 13F -150 shares

    0.02% of the 13F portfolio, value $3,988,633.

    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 14,439 shares
    Change vs previous 13F -1,406 shares

    0.02% of the 13F portfolio, value $4,246,501.

    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 15,845 shares
    Change vs previous 13F -994 shares

    0.02% of the 13F portfolio, value $4,501,919.

    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 16,839 shares
    Change vs previous 13F +912 shares

    0.02% of the 13F portfolio, value $4,119,493.

    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 15,927 shares
    Change vs previous 13F +10,627 shares

    0.02% of the 13F portfolio, value $4,041,505.

    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 5,300 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,288,781.

    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).