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Disclosery

Pathstone Holdings, LLC: WFC position timeline

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

Pathstone Holdings, LLC held 436,006 WFC 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 436,006 shares
    Change vs previous 13F +12,208 shares

    0.11% of the 13F portfolio, value $36,134,604.

    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 423,798 shares
    Change vs previous 13F -8,216 shares

    0.13% of the 13F portfolio, value $33,738,536.

    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 432,014 shares
    Change vs previous 13F -13,640 shares

    0.16% of the 13F portfolio, value $40,263,700.

    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 445,654 shares
    Change vs previous 13F +25,276 shares

    0.14% of the 13F portfolio, value $37,354,662.

    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 420,378 shares
    Change vs previous 13F +23,026 shares

    0.13% of the 13F portfolio, value $33,548,610.

    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 397,352 shares
    Change vs previous 13F +28,328 shares

    0.12% of the 13F portfolio, value $28,544,326.

    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 369,024 shares
    Change vs previous 13F +13,782 shares

    0.11% of the 13F portfolio, value $25,933,261.

    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 355,242 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $20,067,984.

    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).