| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 3 | Q2 2024 | 6.5% |
| ISHARES TR | 3 | Q2 2024 | 5.8% |
| MICROSOFT CORP | 3 | Q2 2024 | 4.5% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 3.2% |
| APPLE INC | 3 | Q2 2024 | 3.2% |
| SPDR S&P MIDCAP 400 ETF TR | 3 | Q2 2024 | 2.6% |
| BERKSHIRE HATHAWAY INC DEL | 3 | Q2 2024 | 2.9% |
| ISHARES TR | 3 | Q2 2024 | 2.1% |
| CROWDSTRIKE HLDGS INC | 3 | Q2 2024 | 2.4% |
| ISHARES TR | 3 | Q2 2024 | 1.6% |
View Pathstone Holdings, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-14 |
View Pathstone Holdings, 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.