13F Filings History of Pathstone Holdings, LLC

Latest 13F report
Q3 2025 - Nov 13, 2025
Value $
$26.2B
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 2327 stock holdings with total value $26.2B as of Q3 2025. Top holdings included IVV, SPY, CRWD, VOO, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 2,327 $26.2B +$766M -$1.66B -$889M IVV, SPY, CRWD, VOO, MSFT 13F-HR 11/13/2025, 05:20 PM
Q2 2025 2,192 $25.3B +$2.37B -$1.94B +$431M CRWD, IVV, SPY, VOO, MSFT 13F-HR 8/12/2025, 03:48 PM
Q1 2025 2,201 $23.1B +$1.95B -$766M +$1.18B SPY, IVV, VOO, MSFT, AAPL 13F-HR 5/15/2025, 09:53 AM
Q4 2024 2,298 $22.6B +$1.4B -$1.1B +$298M SPY, IVV, VOO, MSFT, AAPL 13F-HR 2/14/2025, 04:20 PM
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