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Pine Harbor Wealth Management, LLC: DFLV position timeline

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

Pine Harbor Wealth Management, LLC held 76,792 DFLV 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 76,792 shares
    Change vs previous 13F -978 shares

    0.81% of the 13F portfolio, value $3,036,365.

    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 77,770 shares
    Change vs previous 13F -8,389 shares

    0.83% of the 13F portfolio, value $2,777,168.

    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 86,159 shares
    Change vs previous 13F -839 shares

    0.9% of the 13F portfolio, value $2,947,516.

    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 86,998 shares
    Change vs previous 13F +3,173 shares

    0.92% of the 13F portfolio, value $2,862,234.

    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 83,825 shares
    Change vs previous 13F +8,045 shares

    0.91% of the 13F portfolio, value $2,600,273.

    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 75,780 shares
    Change vs previous 13F +1,826 shares

    0.93% of the 13F portfolio, value $2,316,610.

    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 73,954 shares
    Change vs previous 13F -2,031 shares

    0.89% of the 13F portfolio, value $2,220,858.

    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 75,985 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $2,341,117.

    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).