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Disclosery

Pathstone Holdings, LLC: VTR position timeline

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

Pathstone Holdings, LLC held 53,947 VTR 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 53,947 shares
    Change vs previous 13F +2,379 shares

    0.01% of the 13F portfolio, value $4,792,890.

    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 51,568 shares
    Change vs previous 13F +2,507 shares

    0.02% of the 13F portfolio, value $4,219,620.

    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 49,061 shares
    Change vs previous 13F +978 shares

    0.01% of the 13F portfolio, value $3,798,573.

    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 48,083 shares
    Change vs previous 13F -1,601 shares

    0.01% of the 13F portfolio, value $3,367,565.

    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 49,684 shares
    Change vs previous 13F +1,387 shares

    0.01% of the 13F portfolio, value $3,139,222.

    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 48,297 shares
    Change vs previous 13F +3,010 shares

    0.01% of the 13F portfolio, value $3,319,050.

    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 45,287 shares
    Change vs previous 13F -824 shares

    0.01% of the 13F portfolio, value $2,667,842.

    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 46,111 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,957,115.

    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).