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Disclosery

Five Pine Wealth Management: VCSH position timeline

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

Five Pine Wealth Management held 36,716 VCSH 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 36,716 shares
    Change vs previous 13F -627 shares

    1.64% of the 13F portfolio, value $2,901,671.

    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 37,343 shares
    Change vs previous 13F +3,891 shares

    1.84% of the 13F portfolio, value $2,960,143.

    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 33,452 shares
    Change vs previous 13F +2,772 shares

    1.71% of the 13F portfolio, value $2,667,134.

    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 30,680 shares
    Change vs previous 13F +481 shares

    1.66% of the 13F portfolio, value $2,452,244.

    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 30,199 shares
    Change vs previous 13F -558 shares

    1.77% of the 13F portfolio, value $2,396,814.

    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 30,757 shares
    Change vs previous 13F +3,314 shares

    1.98% of the 13F portfolio, value $2,427,957.

    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 27,443 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $2,140,819.

    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).