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Pine Harbor Wealth Management, LLC: VTIP position timeline

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

Pine Harbor Wealth Management, LLC held 5,358 VTIP 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 5,358 shares
    Change vs previous 13F +8 shares

    0.07% of the 13F portfolio, value $269,132.

    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 5,350 shares
    Change vs previous 13F +79 shares

    0.08% of the 13F portfolio, value $267,232.

    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 5,271 shares
    Change vs previous 13F +224 shares

    0.08% of the 13F portfolio, value $260,704.

    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 5,047 shares
    Change vs previous 13F -2,048 shares

    0.08% of the 13F portfolio, value $255,530.

    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 7,095 shares
    Change vs previous 13F -483 shares

    0.13% of the 13F portfolio, value $356,666.

    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 7,578 shares
    Change vs previous 13F -8,546 shares

    0.15% of the 13F portfolio, value $378,170.

    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 16,124 shares
    Change vs previous 13F -5,263 shares

    0.31% of the 13F portfolio, value $780,751.

    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 21,387 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,054,620.

    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).