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Pines Wealth Management, LLC: CGCV position timeline

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

Pines Wealth Management, LLC held 58,773 CGCV 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 58,773 shares
    Change vs previous 13F +75 shares

    0.56% of the 13F portfolio, value $1,928,930.

    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 58,698 shares
    Change vs previous 13F -447 shares

    0.57% of the 13F portfolio, value $1,749,788.

    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 59,145 shares
    Change vs previous 13F +1,153 shares

    0.58% of the 13F portfolio, value $1,803,332.

    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 57,992 shares
    Change vs previous 13F -254 shares

    0.59% of the 13F portfolio, value $1,746,140.

    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 58,246 shares
    Change vs previous 13F +2,606 shares

    0.6% of the 13F portfolio, value $1,686,222.

    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 55,640 shares
    Change vs previous 13F +1,274 shares

    0.63% of the 13F portfolio, value $1,360,398.

    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 54,366 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,429,283.

    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).