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Disclosery

Pathstone Holdings, LLC: VYM position timeline

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

Pathstone Holdings, LLC held 1,425,288 VYM 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 1,425,288 shares
    Change vs previous 13F +26,177 shares

    0.66% of the 13F portfolio, value $225,238,209.

    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 1,399,111 shares
    Change vs previous 13F +1,004 shares

    0.82% of the 13F portfolio, value $207,208,452.

    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 1,398,107 shares
    Change vs previous 13F -6,319 shares

    0.77% of the 13F portfolio, value $200,309,378.

    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 1,404,426 shares
    Change vs previous 13F -8,549 shares

    0.76% of the 13F portfolio, value $197,953,616.

    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 1,412,975 shares
    Change vs previous 13F -1,988 shares

    0.74% of the 13F portfolio, value $188,363,622.

    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 1,414,963 shares
    Change vs previous 13F -16,174 shares

    0.79% of the 13F portfolio, value $182,473,598.

    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 1,431,137 shares
    Change vs previous 13F -33,037 shares

    0.81% of the 13F portfolio, value $182,598,870.

    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 1,464,174 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $187,702,781.

    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).