Pathstone Holdings, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationenglewood, NJ
- CIK0002011612
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
2,224 | $25.93B | IVV, SPY, VOO, MSFT | 13F-HR | Feb 13, 2026 | 000201161226000001 | ||
2,326 | $26.17B | IVV, SPY, CRWD, VOO | 13F-HR | Nov 13, 2025 | 000201161225000002 | ||
2,213 | $25.29B | CRWD, IVV, SPY, VOO | 13F-HR | Aug 12, 2025 | 000108514625004936 | ||
2,251 | $23.07B | SPY, IVV, VOO, MSFT | 13F-HR | May 15, 2025 | 000108514625003172 | ||
2,298 | $22.63B | SPY, IVV, VOO, MSFT | 13F-HR | Feb 14, 2025 | 000108514625001679 | ||
2,331 | $22.61B | SPY, IVV, MSFT, VOO | 13F-HR | Nov 7, 2024 | 000108514624005443 | ||
2,314 | $22.15B | SPY, IVV, MSFT, VOO | 13F-HR | Aug 14, 2024 | 000108514624003857 | ||
2,297 | $21.46B | SPY, IVV, MSFT, VOO | 13F-HR | May 13, 2024 | 000108514624002431 | ||
2,199 | $18.64B | SPY, IVV, MSFT, AAPL | 13F-HR | Feb 14, 2024 | 000108514624001500 |