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Disclosery

Pathstone Holdings, LLC: WBS position timeline

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

Pathstone Holdings, LLC held 64,700 WBS 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 64,700 shares
    Change vs previous 13F -2,570 shares

    0.01% of the 13F portfolio, value $4,944,334.

    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 67,270 shares
    Change vs previous 13F -16,629 shares

    0.02% of the 13F portfolio, value $4,669,797.

    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 83,899 shares
    Change vs previous 13F +1,351 shares

    0.02% of the 13F portfolio, value $5,280,579.

    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 82,548 shares
    Change vs previous 13F -293 shares

    0.02% of the 13F portfolio, value $4,906,621.

    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 82,841 shares
    Change vs previous 13F -15,705 shares

    0.02% of the 13F portfolio, value $4,523,178.

    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 98,546 shares
    Change vs previous 13F +12,647 shares

    0.02% of the 13F portfolio, value $5,091,074.

    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 85,899 shares
    Change vs previous 13F +7,557 shares

    0.02% of the 13F portfolio, value $4,743,597.

    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 78,342 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,651,532.

    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).