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Five Pine Wealth Management: VIGI position timeline

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

Five Pine Wealth Management held 23,460 VIGI 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 23,460 shares
    Change vs previous 13F -115 shares

    1.24% of the 13F portfolio, value $2,190,722.

    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 23,575 shares
    Change vs previous 13F +243 shares

    1.3% of the 13F portfolio, value $2,085,454.

    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 23,332 shares
    Change vs previous 13F +497 shares

    1.37% of the 13F portfolio, value $2,133,699.

    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 22,835 shares
    Change vs previous 13F +825 shares

    1.38% of the 13F portfolio, value $2,045,342.

    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 22,010 shares
    Change vs previous 13F -61 shares

    1.47% of the 13F portfolio, value $1,983,540.

    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 22,071 shares
    Change vs previous 13F -35 shares

    1.49% of the 13F portfolio, value $1,830,554.

    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 22,106 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $1,768,247.

    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).