Pine Harbor Wealth Management, LLC: VB position timeline

Pine Harbor Wealth Management, LLC held 750 VB 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 750 shares

   Change vs previous 13F +750 shares

   0.06% of the 13F portfolio, value $227,205.

   13F-HR 0002016051-26-000004 filed by Pine Harbor Wealth Management, LLC
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -922 shares

   13F-HR 0001172661-25-003368 filed by Pine Harbor Wealth Management, LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-03-31

   13F 922 shares

   Change vs previous 13F +17 shares

   0.08% of the 13F portfolio, value $204,510.

   13F-HR 0001172661-25-001851 filed by Pine Harbor Wealth Management, LLC
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 905 shares

   Change vs previous 13F -12 shares

   0.09% of the 13F portfolio, value $217,516.

   13F-HR 0001172661-25-000734 filed by Pine Harbor Wealth Management, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 917 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $217,676.

   13F-HR 0001172661-24-004621 filed by Pine Harbor Wealth Management, LLC
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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