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Pines Wealth Management, LLC: CGMS position timeline

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

Pines Wealth Management, LLC held 35,104 CGMS 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 35,104 shares
    Change vs previous 13F +100 shares

    0.28% of the 13F portfolio, value $959,393.

    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 35,004 shares
    Change vs previous 13F +4,329 shares

    0.31% of the 13F portfolio, value $953,159.

    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 30,675 shares
    Change vs previous 13F +1,277 shares

    0.27% of the 13F portfolio, value $847,244.

    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 29,398 shares
    Change vs previous 13F +477 shares

    0.28% of the 13F portfolio, value $815,795.

    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 28,921 shares
    Change vs previous 13F +4,966 shares

    0.28% of the 13F portfolio, value $798,509.

    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 23,955 shares
    Change vs previous 13F -1,340 shares

    0.29% of the 13F portfolio, value $631,694.

    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 25,295 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $686,254.

    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).