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Disclosery

Five Pine Wealth Management: BUFD position timeline

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

Five Pine Wealth Management held 81,452 BUFD 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 81,452 shares
    Change vs previous 13F +20,102 shares

    1.37% of the 13F portfolio, value $2,420,746.

    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 61,350 shares
    Change vs previous 13F +5,615 shares

    1.07% of the 13F portfolio, value $1,717,793.

    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 55,735 shares
    Change vs previous 13F +14,248 shares

    1.01% of the 13F portfolio, value $1,573,950.

    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 41,487 shares
    Change vs previous 13F +10,832 shares

    0.78% of the 13F portfolio, value $1,146,694.

    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 30,655 shares
    Change vs previous 13F +675 shares

    0.6% of the 13F portfolio, value $814,197.

    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 29,980 shares
    Change vs previous 13F -1,072 shares

    0.61% of the 13F portfolio, value $748,001.

    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 31,052 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $792,447.

    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).