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Disclosery

Pathstone Holdings, LLC: WM position timeline

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

Pathstone Holdings, LLC held 61,582 WM 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 61,582 shares
    Change vs previous 13F +227 shares

    0.04% of the 13F portfolio, value $13,758,923.

    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 61,355 shares
    Change vs previous 13F +1,285 shares

    0.06% of the 13F portfolio, value $14,098,886.

    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 60,070 shares
    Change vs previous 13F +639 shares

    0.05% of the 13F portfolio, value $13,197,940.

    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 59,431 shares
    Change vs previous 13F -851 shares

    0.05% of the 13F portfolio, value $13,124,360.

    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 60,282 shares
    Change vs previous 13F +1,682 shares

    0.05% of the 13F portfolio, value $13,793,782.

    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 58,600 shares
    Change vs previous 13F -4,131 shares

    0.06% of the 13F portfolio, value $13,565,978.

    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 62,731 shares
    Change vs previous 13F -672 shares

    0.06% of the 13F portfolio, value $12,658,541.

    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 63,403 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $13,162,668.

    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).