PATHSTONE FAMILY OFFICE, LLC TLH β€” ISHARES TR

Ownership history in PATHSTONE FAMILY OFFICE, LLC  Β·  2 quarters on record

AI Ownership Summary

PATHSTONE FAMILY OFFICE, LLC reported ISHARES TR (TLH) in 2 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 TLH 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 ISHARES TR, 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
β€”

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

High-water mark
Peak Conviction
β€”

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

Time in book
Holding Window
2 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.

TLH stock page PATHSTONE FAMILY OFFICE, LLC fund profile PATHSTONE FAMILY OFFICE, LLC full holdings
How PATHSTONE FAMILY OFFICE, LLC held TLH β€” position size vs. price
% of Fund (quarterly)    TLH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding TLH

As of 2026 Q1 β€” sorted by position size

Forum Financial Management, LP 3Y 12.73% HAMILTON CAPITAL PARTNERS, LLC 10.71% Watchman Group, Inc. 3Y 6.61% RS CRUM INC. 3Y 5.65% Stone House Investment Management, LLC 3Y 7Y 3.28% Kelly Financial Services LLC 2.97% Polaris Investment Advisors, LLC 2.66% True Vision MN LLC 2.65% Portfolio Resources Advisor Group, Inc. 2.37% Affinity Capital Advisors, LLC 3Y 2.27%

FAQ About PATHSTONE FAMILY OFFICE, LLC and TLH

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 TLH?

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

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

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

What is the latest reported TLH position on this page?

The most recent filing on this page is 2023 Q3, when PATHSTONE FAMILY OFFICE, LLC reported 717,295 shares, equal to 0.54% of portfolio, with an estimated market value of $70.6M.

What does the chart on this TLH ownership page compare?

The chart compares PATHSTONE FAMILY OFFICE, LLC's quarterly TLH 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.

← Back to PATHSTONE FAMILY OFFICE, LLC Holdings