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Disclosery

Five Pine Wealth Management: VUG position timeline

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

Five Pine Wealth Management held 190,059 VUG 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 190,059 shares
    Change vs previous 13F +157,639 shares

    9.26% of the 13F portfolio, value $16,371,650.

    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 32,420 shares
    Change vs previous 13F -249 shares

    8.8% of the 13F portfolio, value $14,160,840.

    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 32,669 shares
    Change vs previous 13F -631 shares

    10.22% of the 13F portfolio, value $15,937,900.

    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 33,300 shares
    Change vs previous 13F -2,022 shares

    10.79% of the 13F portfolio, value $15,967,467.

    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 35,322 shares
    Change vs previous 13F +471 shares

    11.47% of the 13F portfolio, value $15,494,238.

    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 34,851 shares
    Change vs previous 13F +3,251 shares

    10.52% of the 13F portfolio, value $12,923,290.

    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 31,600 shares
    Change vs previous 13F not available

    10.93% of the 13F portfolio, value $12,969,991.

    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).