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Disclosery

Pathstone Holdings, LLC: WEC position timeline

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

Pathstone Holdings, LLC held 32,662 WEC 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 32,662 shares
    Change vs previous 13F +2,272 shares

    0.01% of the 13F portfolio, value $3,830,742.

    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 30,390 shares
    Change vs previous 13F -207 shares

    0.01% of the 13F portfolio, value $3,518,294.

    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 30,597 shares
    Change vs previous 13F -1,770 shares

    0.01% of the 13F portfolio, value $3,226,762.

    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 32,367 shares
    Change vs previous 13F +1,492 shares

    0.01% of the 13F portfolio, value $3,708,944.

    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 30,875 shares
    Change vs previous 13F +2,921 shares

    0.01% of the 13F portfolio, value $3,217,179.

    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 27,954 shares
    Change vs previous 13F +1,341 shares

    0.01% of the 13F portfolio, value $3,044,720.

    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 26,613 shares
    Change vs previous 13F +1,522 shares

    0.01% of the 13F portfolio, value $2,502,629.

    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 25,091 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,413,258.

    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).