Five Pine Wealth Management: VT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Five Pine Wealth Management on VT, newest first. How the timeline and the estimate are built.
Five Pine Wealth Management held 11,799 VT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 11,799 sharesChange vs previous 13F -144 shares
1.05% of the 13F portfolio, value $1,851,776.
13F-HR 0001754960-26-000761 filed by Five Pine Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,943 sharesChange vs previous 13F +4,407 shares
1.03% of the 13F portfolio, value $1,651,897.
13F-HR 0001754960-26-000272 filed by Five Pine Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,536 sharesChange vs previous 13F +49 shares
0.68% of the 13F portfolio, value $1,062,959.
13F-HR 0001754960-26-000103 filed by Five Pine Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,487 sharesChange vs previous 13F -318 shares
0.7% of the 13F portfolio, value $1,031,756.
13F-HR 0001754960-25-000653 filed by Five Pine Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,805 sharesChange vs previous 13F +856 shares
0.74% of the 13F portfolio, value $1,001,813.
13F-HR 0001754960-25-000394 filed by Five Pine Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,949 sharesChange vs previous 13F +813 shares
0.66% of the 13F portfolio, value $805,686.
13F-HR 0001754960-25-000219 filed by Five Pine Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,136 sharesChange vs previous 13F not available
0.61% of the 13F portfolio, value $720,827.
13F-HR 0001754960-25-000059 filed by Five Pine Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).