Pine Harbor Wealth Management, LLC: DFAS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pine Harbor Wealth Management, LLC on DFAS, newest first. How the timeline and the estimate are built.
Pine Harbor Wealth Management, LLC held 2,571 DFAS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 2,571 sharesChange vs previous 13F +2,571 shares
0.06% of the 13F portfolio, value $211,696.
13F-HR 0002016051-26-000004 filed by Pine Harbor Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -3,402 shares
13F-HR 0001172661-25-003368 filed by Pine Harbor Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 3,402 sharesChange vs previous 13F +2 shares
0.08% of the 13F portfolio, value $203,294.
13F-HR 0001172661-25-001851 filed by Pine Harbor Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,400 sharesChange vs previous 13F +2 shares
0.09% of the 13F portfolio, value $221,312.
13F-HR 0001172661-25-000734 filed by Pine Harbor Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,398 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $220,417.
13F-HR 0001172661-24-004621 filed by Pine Harbor Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).