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Disclosery

Five Pine Wealth Management: VGSH position timeline

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

Five Pine Wealth Management held 27,541 VGSH 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 27,541 shares
    Change vs previous 13F +2,768 shares

    0.91% of the 13F portfolio, value $1,602,865.

    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 24,773 shares
    Change vs previous 13F +9,968 shares

    0.9% of the 13F portfolio, value $1,450,220.

    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 14,805 shares
    Change vs previous 13F +1,312 shares

    0.56% of the 13F portfolio, value $869,524.

    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 13,493 shares
    Change vs previous 13F -1,032 shares

    0.54% of the 13F portfolio, value $794,090.

    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 14,525 shares
    Change vs previous 13F -4,268 shares

    0.63% of the 13F portfolio, value $853,776.

    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 18,793 shares
    Change vs previous 13F +2,579 shares

    0.9% of the 13F portfolio, value $1,102,957.

    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 16,214 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $943,359.

    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).