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Disclosery

Pathstone Holdings, LLC: ZION position timeline

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

Pathstone Holdings, LLC held 74,134 ZION 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 74,134 shares
    Change vs previous 13F -2,184 shares

    0.02% of the 13F portfolio, value $5,152,470.

    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 76,318 shares
    Change vs previous 13F -1,730 shares

    0.02% of the 13F portfolio, value $4,397,350.

    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 78,048 shares
    Change vs previous 13F -5,803 shares

    0.02% of the 13F portfolio, value $4,568,878.

    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 83,851 shares
    Change vs previous 13F -2,647 shares

    0.02% of the 13F portfolio, value $4,744,246.

    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 86,498 shares
    Change vs previous 13F -29,198 shares

    0.02% of the 13F portfolio, value $4,492,680.

    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 115,696 shares
    Change vs previous 13F -3,850 shares

    0.03% of the 13F portfolio, value $5,771,046.

    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 119,546 shares
    Change vs previous 13F +3,198 shares

    0.03% of the 13F portfolio, value $6,484,995.

    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 116,348 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,493,936.

    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).