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Disclosery

Pathstone Holdings, LLC: WU position timeline

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

Pathstone Holdings, LLC held 362,055 WU 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 362,055 shares
    Change vs previous 13F -13,659 shares

    0.01% of the 13F portfolio, value $2,787,824.

    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 375,714 shares
    Change vs previous 13F +44,161 shares

    0.01% of the 13F portfolio, value $3,279,983.

    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 331,553 shares
    Change vs previous 13F +18,804 shares

    0.01% of the 13F portfolio, value $3,086,759.

    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 312,749 shares
    Change vs previous 13F +17,807 shares

    0.01% of the 13F portfolio, value $2,498,865.

    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 294,942 shares
    Change vs previous 13F -25,980 shares

    0.01% of the 13F portfolio, value $2,483,410.

    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 320,922 shares
    Change vs previous 13F +117,133 shares

    0.01% of the 13F portfolio, value $3,395,356.

    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 203,789 shares
    Change vs previous 13F +41,386 shares

    0.01% of the 13F portfolio, value $2,160,178.

    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 162,403 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,937,469.

    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).