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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

  1. period ended2026-06-30
    13F 11,799 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 11,943 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,536 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,487 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,805 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,949 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,136 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).