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Disclosery

Five Pine Wealth Management: VSGX position timeline

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

Five Pine Wealth Management held 3,862 VSGX 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 3,862 shares
    Change vs previous 13F -318 shares

    0.18% of the 13F portfolio, value $317,978.

    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 4,180 shares
    Change vs previous 13F +25 shares

    0.19% of the 13F portfolio, value $299,809.

    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 4,155 shares
    Change vs previous 13F +19 shares

    0.19% of the 13F portfolio, value $297,572.

    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 4,136 shares
    Change vs previous 13F -123 shares

    0.19% of the 13F portfolio, value $286,906.

    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 4,259 shares
    Change vs previous 13F +41 shares

    0.21% of the 13F portfolio, value $278,964.

    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 4,218 shares
    Change vs previous 13F +282 shares

    0.2% of the 13F portfolio, value $248,749.

    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 3,936 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $223,148.

    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).