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Pines Wealth Management, LLC: FDX position timeline

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

Pines Wealth Management, LLC held 9,175 FDX 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 9,175 shares
    Change vs previous 13F +183 shares

    0.83% of the 13F portfolio, value $2,872,814.

    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 8,992 shares
    Change vs previous 13F +110 shares

    1.04% of the 13F portfolio, value $3,202,880.

    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 8,882 shares
    Change vs previous 13F +84 shares

    0.83% of the 13F portfolio, value $2,565,673.

    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 8,798 shares
    Change vs previous 13F -172 shares

    0.7% of the 13F portfolio, value $2,074,599.

    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 8,970 shares
    Change vs previous 13F +1,214 shares

    0.77% of the 13F portfolio, value $2,163,897.

    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 7,756 shares
    Change vs previous 13F +714 shares

    0.71% of the 13F portfolio, value $1,536,284.

    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 7,042 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,906,428.

    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).