$86.1 Million is the total value of PATHSTONE FAMILY OFFICE, LLC's 381 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2013 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-07-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 42 | Q3 2023 | 12.1% |
| UNITED PARCEL SERVICE INC | 42 | Q3 2023 | 2.1% |
| EXXON MOBIL CORP | 42 | Q3 2023 | 1.0% |
| META PLATFORMS INC | 42 | Q3 2023 | 0.8% |
| INTEL CORP | 42 | Q3 2023 | 0.3% |
| ISHARES TR | 41 | Q3 2023 | 19.0% |
| APPLE INC | 41 | Q3 2023 | 14.9% |
| BECTON DICKINSON & CO | 41 | Q3 2023 | 23.8% |
| ISHARES TR | 41 | Q3 2023 | 8.0% |
| AMAZON COM INC | 41 | Q3 2023 | 1.2% |
View PATHSTONE FAMILY OFFICE, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-NT | 2024-05-13 |
| 13F-NT | 2024-02-14 |
| SC 13G | 2024-01-19 |
| 13F-HR/A | 2024-01-16 |
| 13F-HR | 2023-11-08 |
| 13F-HR/A | 2023-10-24 |
| 13F-HR/A | 2023-10-24 |
| 13F-HR/A | 2023-10-24 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
View PATHSTONE FAMILY OFFICE, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.