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Pine Harbor Wealth Management, LLC: VUSB position timeline

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

Pine Harbor Wealth Management, LLC held 117,705 VUSB 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 117,705 shares
    Change vs previous 13F +83 shares

    1.57% of the 13F portfolio, value $5,859,362.

    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 117,622 shares
    Change vs previous 13F +5,845 shares

    1.75% of the 13F portfolio, value $5,855,828.

    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 111,777 shares
    Change vs previous 13F +7,722 shares

    1.71% of the 13F portfolio, value $5,570,973.

    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 104,055 shares
    Change vs previous 13F -9,484 shares

    1.67% of the 13F portfolio, value $5,202,275.

    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 113,539 shares
    Change vs previous 13F +6,289 shares

    1.99% of the 13F portfolio, value $5,661,632.

    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 107,250 shares
    Change vs previous 13F +3,694 shares

    2.14% of the 13F portfolio, value $5,346,978.

    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 103,556 shares
    Change vs previous 13F +3,692 shares

    2.07% of the 13F portfolio, value $5,138,496.

    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 99,864 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $4,987,254.

    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).