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Disclosery

Pines Wealth Management, LLC: CI position timeline

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

Pines Wealth Management, LLC held 925 CI 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 925 shares
    Change vs previous 13F +69 shares

    0.07% of the 13F portfolio, value $255,004.

    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 856 shares
    Change vs previous 13F +83 shares

    0.07% of the 13F portfolio, value $228,338.

    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 773 shares
    Change vs previous 13F -43 shares

    0.07% of the 13F portfolio, value $212,753.

    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 816 shares
    Change vs previous 13F -384 shares

    0.08% of the 13F portfolio, value $235,212.

    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 1,200 shares
    Change vs previous 13F +255 shares

    0.14% of the 13F portfolio, value $383,700.

    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 945 shares
    Change vs previous 13F -36 shares

    0.14% of the 13F portfolio, value $296,579.

    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 981 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $273,690.

    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).