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Five Pine Wealth Management: FBTC position timeline

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

Five Pine Wealth Management held 13,984 FBTC 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 13,984 shares
    Change vs previous 13F +1,921 shares

    0.4% of the 13F portfolio, value $713,893.

    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 12,063 shares
    Change vs previous 13F +2,449 shares

    0.44% of the 13F portfolio, value $712,090.

    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 9,614 shares
    Change vs previous 13F +2,328 shares

    0.47% of the 13F portfolio, value $732,839.

    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 7,286 shares
    Change vs previous 13F +2,629 shares

    0.49% of the 13F portfolio, value $727,218.

    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 4,657 shares
    Change vs previous 13F +407 shares

    0.32% of the 13F portfolio, value $437,729.

    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 4,250 shares
    Change vs previous 13F +962 shares

    0.25% of the 13F portfolio, value $305,908.

    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 3,288 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $268,233.

    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).