Pathstone Holdings, LLC
Holdings in FMS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,619,950 | 68,008 | Shares | Other | 2026-02-13 |
| 2025-09-30 | $1,782,566 | 67,701 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $1,891,446 | 66,204 | Shares | Defined | 2025-08-12 |
| 2025-03-31 | $1,658,538 | 66,608 | Shares | Defined | 2025-05-15 |
| 2024-12-31 | $1,348,981 | 59,584 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $768,822 | 36,095 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $635,276 | 33,278 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $593,360 | 30,776 | Shares | Defined | 2024-05-13 |
| 2023-12-31 | $300,701 | 14,436 | Shares | Defined | 2024-02-14 |