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Pines Wealth Management, LLC: BSV position timeline

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

Pines Wealth Management, LLC held 147,950 BSV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 147,950 shares
    Change vs previous 13F +1,845 shares

    3.32% of the 13F portfolio, value $11,526,785.

    13F-HR 0001951757-26-001023 filed by Pines 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 146,105 shares
    Change vs previous 13F +60,149 shares

    3.71% of the 13F portfolio, value $11,456,094.

    13F-HR 0001951757-26-000527 filed by Pines 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 85,956 shares
    Change vs previous 13F +2,492 shares

    2.19% of the 13F portfolio, value $6,774,193.

    13F-HR 0001951757-26-000342 filed by Pines 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 83,464 shares
    Change vs previous 13F +1,361 shares

    2.22% of the 13F portfolio, value $6,586,145.

    13F-HR 0001951757-25-001248 filed by Pines 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 82,103 shares
    Change vs previous 13F +32,969 shares

    2.27% of the 13F portfolio, value $6,423,739.

    13F-HR 0001951757-25-000603 filed by Pines 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 49,134 shares
    Change vs previous 13F -9,615 shares

    1.78% of the 13F portfolio, value $3,838,840.

    13F-HR 0001951757-25-000336 filed by Pines 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 58,749 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $4,522,499.

    13F-HR 0001951757-25-000022 filed by Pines Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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