Pathstone Holdings, LLC
Holdings in BBT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,625,920 | 61,658 | Shares | Defined | 2026-02-13 |
| 2025-09-30 | $1,448,894 | 61,109 | Shares | Sole | 2025-11-13 |
| 2024-12-31 | $234,802 | 8,259 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $289,470 | 10,749 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $245,076 | 10,749 | Shares | Defined | 2024-08-14 |
| 2024-03-31 | $216,501 | 9,446 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $217,087 | 8,743 | Shares | Sole | 2024-02-14 |