PATHSTONE FAMILY OFFICE, LLC

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$15.33B
13F filings
7
Latest filing
Oct 24, 2023

Top 10 holdings

IVV $428.64M
9.44% of AUM
IVV $411.21M
7.42% of AUM
IVV $409.85M
7.81% of AUM
MSFT $267.07M
5.09% of AUM
MSFT $196.40M
3.55% of AUM
VV $178.26M
3.93% of AUM
KO $178.19M
3.22% of AUM
VV $175.29M
3.16% of AUM
KO $171.69M
3.78% of AUM
VV $164.76M
3.14% of AUM

About this filer

FilingIQ has indexed 7 quarterly Form 13F filings from PATHSTONE FAMILY OFFICE, LLC. Reported assets under management total $15.33B.

View live PATHSTONE FAMILY OFFICE, LLC filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does PATHSTONE FAMILY OFFICE, LLC have under management?
Per PATHSTONE FAMILY OFFICE, LLC's most recent SEC Form 13F filing dated Oct 24, 2023, total assets under management are $15.33B. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has PATHSTONE FAMILY OFFICE, LLC submitted?
FilingIQ has indexed 7 quarterly Form 13F filings from PATHSTONE FAMILY OFFICE, LLC. Filings are due 45 days after quarter-end.
Where does PATHSTONE FAMILY OFFICE, LLC's holdings data come from?
Every position shown on this page sources back to PATHSTONE FAMILY OFFICE, LLC's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.