Pathstone Holdings, LLC
Holdings in BOKF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,978,399 | 42,026 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $622,726 | 5,588 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $545,067 | 5,583 | Shares | Defined | 2025-08-12 |
| 2025-03-31 | $571,262 | 5,485 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $583,452 | 5,481 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $595,915 | 5,696 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $457,282 | 4,990 | Shares | Defined | 2024-08-14 |