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Pines Wealth Management, LLC: CGCB position timeline

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

Pines Wealth Management, LLC held 45,680 CGCB 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 45,680 shares
    Change vs previous 13F +98 shares

    0.34% of the 13F portfolio, value $1,195,903.

    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 45,582 shares
    Change vs previous 13F +6,497 shares

    0.39% of the 13F portfolio, value $1,196,984.

    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 39,085 shares
    Change vs previous 13F +888 shares

    0.34% of the 13F portfolio, value $1,036,535.

    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 38,197 shares
    Change vs previous 13F +1,165 shares

    0.34% of the 13F portfolio, value $1,015,277.

    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 37,032 shares
    Change vs previous 13F +5,866 shares

    0.34% of the 13F portfolio, value $969,498.

    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 31,166 shares
    Change vs previous 13F -488 shares

    0.38% of the 13F portfolio, value $811,875.

    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 31,654 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $807,811.

    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).