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Pathstone Holdings, LLC: WY position timeline

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

Pathstone Holdings, LLC held 65,086 WY 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 65,086 shares
    Change vs previous 13F +1,716 shares

    <0.01% of the 13F portfolio, value $1,568,261.

    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 63,370 shares
    Change vs previous 13F +616 shares

    0.01% of the 13F portfolio, value $1,548,106.

    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 62,754 shares
    Change vs previous 13F -7,658 shares

    0.01% of the 13F portfolio, value $1,486,640.

    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 70,412 shares
    Change vs previous 13F -3,393 shares

    0.01% of the 13F portfolio, value $1,745,531.

    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 73,805 shares
    Change vs previous 13F -11,121 shares

    0.01% of the 13F portfolio, value $1,896,045.

    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 84,926 shares
    Change vs previous 13F +7,083 shares

    0.01% of the 13F portfolio, value $2,486,766.

    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 77,843 shares
    Change vs previous 13F -5,855 shares

    0.01% of the 13F portfolio, value $2,191,290.

    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 83,698 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,834,040.

    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).