Skip to content
Disclosery

Five Pine Wealth Management: BNDW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Five Pine Wealth Management on BNDW, newest first. How the timeline and the estimate are built.

Five Pine Wealth Management held 80,901 BNDW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,901 shares
    Change vs previous 13F +2,795 shares

    3.14% of the 13F portfolio, value $5,544,148.

    13F-HR 0001754960-26-000761 filed by Five Pine Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 78,106 shares
    Change vs previous 13F +16,424 shares

    3.32% of the 13F portfolio, value $5,338,570.

    13F-HR 0001754960-26-000272 filed by Five Pine Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 61,682 shares
    Change vs previous 13F +7,171 shares

    2.72% of the 13F portfolio, value $4,240,051.

    13F-HR 0001754960-26-000103 filed by Five Pine Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 54,511 shares
    Change vs previous 13F -1,914 shares

    2.57% of the 13F portfolio, value $3,797,453.

    13F-HR 0001754960-25-000653 filed by Five Pine Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 56,425 shares
    Change vs previous 13F +4,706 shares

    2.89% of the 13F portfolio, value $3,908,293.

    13F-HR 0001754960-25-000394 filed by Five Pine Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 51,719 shares
    Change vs previous 13F +10,806 shares

    2.9% of the 13F portfolio, value $3,558,766.

    13F-HR 0001754960-25-000219 filed by Five Pine Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 40,913 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $2,789,825.

    13F-HR 0001754960-25-000059 filed by Five Pine Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).