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Pine Harbor Wealth Management, LLC: SPGP position timeline

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

Pine Harbor Wealth Management, LLC held 23,646 SPGP 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 23,646 shares
    Change vs previous 13F -2,512 shares

    0.77% of the 13F portfolio, value $2,891,684.

    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 26,158 shares
    Change vs previous 13F -7,396 shares

    0.84% of the 13F portfolio, value $2,815,127.

    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 33,554 shares
    Change vs previous 13F -11,796 shares

    1.17% of the 13F portfolio, value $3,820,441.

    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 45,350 shares
    Change vs previous 13F -11,245 shares

    1.65% of the 13F portfolio, value $5,152,686.

    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 56,595 shares
    Change vs previous 13F -10,692 shares

    2.14% of the 13F portfolio, value $6,095,320.

    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 67,287 shares
    Change vs previous 13F -11,589 shares

    2.69% of the 13F portfolio, value $6,720,651.

    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 78,876 shares
    Change vs previous 13F -21,538 shares

    3.33% of the 13F portfolio, value $8,272,541.

    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 100,414 shares
    Change vs previous 13F not available

    5.23% of the 13F portfolio, value $10,510,341.

    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).