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Disclosery

Five Pine Wealth Management: VNQ position timeline

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

Five Pine Wealth Management held 20,633 VNQ 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 20,633 shares
    Change vs previous 13F +1,299 shares

    1.13% of the 13F portfolio, value $1,989,643.

    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 19,334 shares
    Change vs previous 13F +2,544 shares

    1.07% of the 13F portfolio, value $1,714,966.

    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 16,790 shares
    Change vs previous 13F +3,640 shares

    0.95% of the 13F portfolio, value $1,485,784.

    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 13,150 shares
    Change vs previous 13F +1,870 shares

    0.81% of the 13F portfolio, value $1,202,191.

    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 11,280 shares
    Change vs previous 13F +946 shares

    0.75% of the 13F portfolio, value $1,012,258.

    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 10,334 shares
    Change vs previous 13F +316 shares

    0.76% of the 13F portfolio, value $935,678.

    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 10,018 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $892,417.

    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).