Pathstone Holdings, LLC

13F Filings History

Latest 13F report: Q3 2024 - Nov 7, 2024
Value $: $22.3B
Signature - Title: Rebecca Judd - Director
Location: Englewood, NJ
Summary: This page shows a list of all the recent 13F filings made by Pathstone Holdings, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Pathstone Holdings, LLC reported 2313 stock holdings with total value $22.3B as of Q3 2024. Top holdings included SPY, IVV, MSFT, VOO, and AAPL.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	2,313	$22.3B	+$679M	-$1.7B	-$1.02B	SPY, IVV, MSFT, VOO, AAPL	13F-HR	11/7/2024, 04:23 PM
Q2 2024	2,294	$22.1B	+$1.78B	-$736M	+$1.04B	SPY, IVV, MSFT, VOO, BRKA	13F-HR	8/14/2024, 10:37 AM
Q1 2024	2,282	$21.2B	+$3.02B	-$569M	+$2.45B	SPY, IVV, MSFT, VOO, BRKA	13F-HR	5/13/2024, 01:53 PM
Q4 2023	2,214	$17.7B	$0	$0		SPY, IVV, AAPL, VOO, MDY	13F-HR	2/14/2024, 04:47 PM