Skip to content
Disclosery

Pine Harbor Wealth Management, LLC: DFIC position timeline

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

Pine Harbor Wealth Management, LLC held 1,059,460 DFIC 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 1,059,460 shares
    Change vs previous 13F +41,575 shares

    10.57% of the 13F portfolio, value $39,475,471.

    13F-HR 0002016051-26-000004 filed by Pine Harbor Wealth Management, LLC
    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 1,017,885 shares
    Change vs previous 13F +134,377 shares

    10.82% of the 13F portfolio, value $36,165,445.

    13F-HR 0002016051-26-000002 filed by Pine Harbor Wealth Management, LLC
    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 883,508 shares
    Change vs previous 13F +80,395 shares

    9.33% of the 13F portfolio, value $30,445,696.

    13F-HR 0002016051-26-000001 filed by Pine Harbor Wealth Management, LLC
    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 803,113 shares
    Change vs previous 13F +88,134 shares

    8.45% of the 13F portfolio, value $26,334,106.

    13F-HR 0001172661-25-004751 filed by Pine Harbor Wealth Management, LLC
    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 714,979 shares
    Change vs previous 13F +41,831 shares

    7.82% of the 13F portfolio, value $22,228,710.

    13F-HR 0001172661-25-003368 filed by Pine Harbor Wealth Management, LLC
    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 673,148 shares
    Change vs previous 13F -21,826 shares

    7.48% of the 13F portfolio, value $18,693,323.

    13F-HR 0001172661-25-001851 filed by Pine Harbor Wealth Management, LLC
    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 694,974 shares
    Change vs previous 13F +82,450 shares

    7.23% of the 13F portfolio, value $17,961,604.

    13F-HR 0001172661-25-000734 filed by Pine Harbor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 612,524 shares
    Change vs previous 13F not available

    8.58% of the 13F portfolio, value $17,236,450.

    13F-HR 0001172661-24-004621 filed by Pine Harbor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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