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Pines Wealth Management, LLC: F position timeline

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

Pines Wealth Management, LLC held 40,955 F 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 40,955 shares
    Change vs previous 13F +837 shares

    0.16% of the 13F portfolio, value $569,275.

    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 40,118 shares
    Change vs previous 13F +54 shares

    0.15% of the 13F portfolio, value $462,962.

    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 40,064 shares
    Change vs previous 13F +1,844 shares

    0.17% of the 13F portfolio, value $525,640.

    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 38,220 shares
    Change vs previous 13F -2,215 shares

    0.15% of the 13F portfolio, value $457,112.

    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 40,435 shares
    Change vs previous 13F +1,531 shares

    0.17% of the 13F portfolio, value $477,538.

    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 38,904 shares
    Change vs previous 13F +5,156 shares

    0.16% of the 13F portfolio, value $338,076.

    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 33,748 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $325,669.

    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).