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Pine Harbor Wealth Management, LLC: PULS position timeline

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

Pine Harbor Wealth Management, LLC held 722,615 PULS 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 722,615 shares
    Change vs previous 13F +37,102 shares

    9.59% of the 13F portfolio, value $35,805,588.

    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 685,513 shares
    Change vs previous 13F +62,045 shares

    10.15% of the 13F portfolio, value $33,932,875.

    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 623,468 shares
    Change vs previous 13F +43,214 shares

    9.47% of the 13F portfolio, value $30,917,799.

    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 580,254 shares
    Change vs previous 13F +55,059 shares

    9.28% of the 13F portfolio, value $28,914,064.

    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 525,195 shares
    Change vs previous 13F +115,566 shares

    9.19% of the 13F portfolio, value $26,133,746.

    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 409,629 shares
    Change vs previous 13F +46,490 shares

    8.15% of the 13F portfolio, value $20,370,862.

    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 363,139 shares
    Change vs previous 13F +206,710 shares

    7.24% of the 13F portfolio, value $17,993,586.

    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 156,429 shares
    Change vs previous 13F not available

    3.87% of the 13F portfolio, value $7,787,085.

    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).