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Disclosery

Five Pine Wealth Management: VGIT position timeline

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

Five Pine Wealth Management held 185,298 VGIT 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 185,298 shares
    Change vs previous 13F +14,482 shares

    6.18% of the 13F portfolio, value $10,928,902.

    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 170,816 shares
    Change vs previous 13F +12,617 shares

    6.32% of the 13F portfolio, value $10,162,594.

    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 158,199 shares
    Change vs previous 13F +23,015 shares

    6.08% of the 13F portfolio, value $9,480,896.

    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 135,184 shares
    Change vs previous 13F +40,672 shares

    5.49% of the 13F portfolio, value $8,124,080.

    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 94,512 shares
    Change vs previous 13F +12,856 shares

    4.2% of the 13F portfolio, value $5,668,311.

    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 81,656 shares
    Change vs previous 13F +10,920 shares

    3.95% of the 13F portfolio, value $4,850,349.

    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 70,736 shares
    Change vs previous 13F not available

    3.46% of the 13F portfolio, value $4,102,669.

    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).