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Disclosery

Five Pine Wealth Management: VOO position timeline

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

Five Pine Wealth Management held 17,992 VOO 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 17,992 shares
    Change vs previous 13F +273 shares

    6.99% of the 13F portfolio, value $12,356,799.

    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 17,719 shares
    Change vs previous 13F +449 shares

    6.58% of the 13F portfolio, value $10,588,144.

    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 17,270 shares
    Change vs previous 13F -73 shares

    6.95% of the 13F portfolio, value $10,830,830.

    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 17,343 shares
    Change vs previous 13F -75 shares

    7.18% of the 13F portfolio, value $10,622,403.

    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 17,418 shares
    Change vs previous 13F +282 shares

    7.32% of the 13F portfolio, value $9,891,246.

    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 17,136 shares
    Change vs previous 13F -3,584 shares

    7.17% of the 13F portfolio, value $8,806,492.

    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 20,720 shares
    Change vs previous 13F not available

    9.41% of the 13F portfolio, value $11,164,393.

    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).