Pathstone Holdings, LLC
Holdings in LU
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $60,612 | 23,677 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $81,143 | 19,986 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $54,312 | 19,467 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $54,359 | 18,303 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $46,017 | 19,254 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $57,749 | 16,547 | Shares | Defined | 2024-11-07 |