Pathstone Holdings, LLC
Holdings in LPL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $118,772 | 28,212 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $117,006 | 22,415 | Shares | Defined | 2025-11-13 |
| 2024-09-30 | $51,228 | 12,649 | Shares | Defined | 2024-11-07 |
| 2024-03-31 | $107,825 | 26,299 | Shares | Defined | 2024-05-13 |
| 2023-12-31 | $160,824 | 33,366 | Shares | Defined | 2024-02-14 |