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Disclosery

Five Pine Wealth Management: VTI position timeline

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

Five Pine Wealth Management held 18,684 VTI 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 18,684 shares
    Change vs previous 13F +207 shares

    3.91% of the 13F portfolio, value $6,913,660.

    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 18,477 shares
    Change vs previous 13F +261 shares

    3.69% of the 13F portfolio, value $5,927,685.

    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 18,216 shares
    Change vs previous 13F +1,688 shares

    3.92% of the 13F portfolio, value $6,107,162.

    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 16,528 shares
    Change vs previous 13F +321 shares

    3.67% of the 13F portfolio, value $5,423,894.

    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 16,207 shares
    Change vs previous 13F +694 shares

    3.65% of the 13F portfolio, value $4,925,865.

    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 15,513 shares
    Change vs previous 13F +1,219 shares

    3.47% of the 13F portfolio, value $4,263,649.

    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 14,294 shares
    Change vs previous 13F not available

    3.49% of the 13F portfolio, value $4,142,439.

    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).