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Pine Harbor Wealth Management, LLC: PAAA position timeline

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

Pine Harbor Wealth Management, LLC held 766,829 PAAA 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 766,829 shares
    Change vs previous 13F +26,400 shares

    10.53% of the 13F portfolio, value $39,315,347.

    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 740,429 shares
    Change vs previous 13F +59,790 shares

    11.34% of the 13F portfolio, value $37,895,172.

    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 680,639 shares
    Change vs previous 13F +88,274 shares

    10.69% of the 13F portfolio, value $34,889,538.

    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 592,365 shares
    Change vs previous 13F +54,011 shares

    9.79% of the 13F portfolio, value $30,506,807.

    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 538,354 shares
    Change vs previous 13F +47,709 shares

    9.74% of the 13F portfolio, value $27,698,358.

    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 490,645 shares
    Change vs previous 13F +72,620 shares

    10.07% of the 13F portfolio, value $25,175,037.

    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 418,025 shares
    Change vs previous 13F +249,050 shares

    8.62% of the 13F portfolio, value $21,402,920.

    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 168,975 shares
    Change vs previous 13F not available

    4.31% of the 13F portfolio, value $8,658,284.

    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).