Pathstone Holdings, LLC
Holdings in PD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $808,690 | 61,685 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $954,442 | 57,775 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $870,761 | 56,987 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $2,104,740 | 115,202 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $888,366 | 48,651 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $462,562 | 24,936 | Shares | Defined | 2024-11-07 |
| 2024-06-30 | $479,787 | 20,924 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $932,941 | 41,135 | Shares | Defined | 2024-05-13 |
| 2023-12-31 | $997,393 | 43,084 | Shares | Defined | 2024-02-14 |