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Disclosery

Five Pine Wealth Management: YSEP position timeline

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

Five Pine Wealth Management held 14,167 YSEP 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 14,167 shares
    Change vs previous 13F -877 shares

    0.22% of the 13F portfolio, value $390,159.

    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 15,044 shares
    Change vs previous 13F -510 shares

    0.24% of the 13F portfolio, value $393,708.

    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 15,554 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $404,636.

    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 15,554 shares
    Change vs previous 13F -860 shares

    0.27% of the 13F portfolio, value $396,627.

    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 16,414 shares
    Change vs previous 13F +1,350 shares

    0.3% of the 13F portfolio, value $400,502.

    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 15,064 shares
    Change vs previous 13F -2,770 shares

    0.28% of the 13F portfolio, value $342,405.

    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 17,834 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $386,998.

    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).