PATHSTONE FAMILY OFFICE, LLC PAA PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN

Ownership history in PATHSTONE FAMILY OFFICE, LLC  ·  30 quarters on record

AI Ownership Summary

PATHSTONE FAMILY OFFICE, LLC reported PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN (PAA) in 30 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PAA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PATHSTONE FAMILY OFFICE, LLC's position in PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
30 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PATHSTONE FAMILY OFFICE, LLC held PAA — position size vs. price
% of Fund (quarterly)    PAA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 0 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
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FAQ About PATHSTONE FAMILY OFFICE, LLC and PAA

These are the practical questions this page is built to answer before you even open the full history table.

How long has PATHSTONE FAMILY OFFICE, LLC reported owning PAA?

PATHSTONE FAMILY OFFICE, LLC reported PAA across 0 quarterly 13F filings.

What was the largest reported PAA position in PATHSTONE FAMILY OFFICE, LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for PAA in PATHSTONE FAMILY OFFICE, LLC.

What is the latest reported PAA position on this page?

The most recent filing on this page is 2023 Q3, when PATHSTONE FAMILY OFFICE, LLC reported 3,867,152 shares, equal to 0.45% of portfolio, with an estimated market value of $59.2M.

What does the chart on this PAA ownership page compare?

The chart compares PATHSTONE FAMILY OFFICE, LLC's quarterly PAA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PATHSTONE FAMILY OFFICE, LLC time their PAA position?

Based on 13F filing dates vs. subsequent PAA price moves, PATHSTONE FAMILY OFFICE, LLC correctly timed 10 out of 23 reported position changes (43%). The annualised alpha on PAA relative to SPY over the holding period was -6.5%.

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