Pathstone Holdings, LLC

SEC CIK: 0002011612
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

ENV holding history

Envestnet, Inc. in every 13F filed by Pathstone Holdings, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ENV overview All 13F holders of ENV Full Q2 2026 holdings

Shares (Q4 2024): 0; Sold out in Q4 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2024

Holdings of ENV by Pathstone Holdings, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	0	$0	0.0%	−4,024−100.0%	Sold out	Holders
Q3 2024	4,024	$252.0K	<0.1%	−798−16.5%	Reduced	Holders
Q2 2024	4,822	$301.8K	<0.1%	+956+24.7%	Added	Holders
Q1 2024	3,866	$223.9K	<0.1%	+3,866	New	Holders