Position in VLTO
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$5,251,439
-$571,022 QoQ
Shares Held
59,392
+1.8% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 58.908607219827594.ToString("F0")%
Shared 1.1769261853448276.ToString("F0")%
None 39.91446659482759.ToString("F0")%
Common Shares in VLTO Over Time
Shares Held
Position Value (USD)
Position in Pollution & Treatment Controls
Industrials · as of Mar 31, 2026Pathstone Holdings, LLC holds $8,015,941 across 5 Pollution & Treatment Controls names. VLTO ranks #1 (65.5% of the industry book) .
All Filings in VLTO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,251,439 | 59,392 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,822,461 | 58,353 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $5,106,937 | 47,903 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,592,326 | 55,397 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $5,811,624 | 59,637 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $5,966,473 | 58,581 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $6,431,836 | 57,499 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $5,438,734 | 56,968 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,697,116 | 52,979 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,818,802 | 34,267 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||