Pathstone Holdings, LLC
CIK
0002011612
City
ENGLEWOOD
State / Country
NJ
Holdings in SBI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $667,952 | 86,973 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $1,201,496 | 151,896 | Shares | Defined | 2025-11-13 |
| 2025-06-30 | $1,502,127 | 199,751 | Shares | Defined | 2025-08-12 |
| 2025-03-31 | $1,954,648 | 250,596 | Shares | Defined | 2025-05-15 |
| 2024-12-31 | $2,054,335 | 265,418 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $2,215,402 | 270,171 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $1,718,415 | 218,628 | Shares | Defined | 2024-08-14 |
| 2024-03-31 | $1,792,470 | 226,322 | Shares | Defined | 2024-05-13 |
| 2023-12-31 | $1,678,854 | 218,033 | Shares | Defined | 2024-02-14 |