Pathstone Holdings, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Englewood, NJ
CIK
0002011612
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 2,331 22,606,285 SPY, IVV, MSFT, VOO 13F-HR 11/7/2024 000108514624005443
Q2 2024 2,314 22,153,388 SPY, IVV, MSFT, VOO 13F-HR 8/14/2024 000108514624003857
Q1 2024 2,297 21,457,299 SPY, IVV, MSFT, VOO 13F-HR 5/13/2024 000108514624002431
Q4 2023 2,199 18,637,941 SPY, IVV, MSFT, AAPL 13F-HR 2/14/2024 000108514624001500