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Disclosery

Pathstone Holdings, LLC: WAFD position timeline

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

Pathstone Holdings, LLC held 55,017 WAFD 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 55,017 shares
    Change vs previous 13F +5,295 shares

    0.01% of the 13F portfolio, value $2,111,015.

    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 49,722 shares
    Change vs previous 13F -2,582 shares

    0.01% of the 13F portfolio, value $1,561,274.

    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 52,304 shares
    Change vs previous 13F +21,772 shares

    0.01% of the 13F portfolio, value $1,675,283.

    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 30,532 shares
    Change vs previous 13F +2,002 shares

    <0.01% of the 13F portfolio, value $924,819.

    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 28,530 shares
    Change vs previous 13F -23,359 shares

    <0.01% of the 13F portfolio, value $835,348.

    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 51,889 shares
    Change vs previous 13F +5,424 shares

    0.01% of the 13F portfolio, value $1,495,784.

    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 46,465 shares
    Change vs previous 13F -3,966 shares

    0.01% of the 13F portfolio, value $1,498,027.

    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 50,431 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,757,512.

    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).