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Disclosery

Five Pine Wealth Management: BUFR position timeline

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

Five Pine Wealth Management held 104,768 BUFR 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 104,768 shares
    Change vs previous 13F -4,589 shares

    2.17% of the 13F portfolio, value $3,827,171.

    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 109,357 shares
    Change vs previous 13F -2,822 shares

    2.29% of the 13F portfolio, value $3,689,597.

    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 112,179 shares
    Change vs previous 13F -3,742 shares

    2.47% of the 13F portfolio, value $3,843,237.

    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 115,921 shares
    Change vs previous 13F +428 shares

    2.62% of the 13F portfolio, value $3,874,089.

    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 115,493 shares
    Change vs previous 13F -11,124 shares

    2.72% of the 13F portfolio, value $3,672,690.

    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 126,617 shares
    Change vs previous 13F +3,602 shares

    3.06% of the 13F portfolio, value $3,759,251.

    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 123,015 shares
    Change vs previous 13F not available

    3.16% of the 13F portfolio, value $3,748,255.

    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).