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Disclosery

Pines Wealth Management, LLC: GLTR position timeline

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

Pines Wealth Management, LLC held 5,074 GLTR 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 5,074 shares
    Change vs previous 13F +192 shares

    0.26% of the 13F portfolio, value $919,156.

    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 4,882 shares
    Change vs previous 13F -40,228 shares

    0.35% of the 13F portfolio, value $1,067,792.

    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 45,110 shares
    Change vs previous 13F -976 shares

    3% of the 13F portfolio, value $9,274,616.

    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 46,086 shares
    Change vs previous 13F -2,633 shares

    2.57% of the 13F portfolio, value $7,624,929.

    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 48,719 shares
    Change vs previous 13F -9,929 shares

    2.41% of the 13F portfolio, value $6,817,737.

    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 58,648 shares
    Change vs previous 13F -1,890 shares

    3.27% of the 13F portfolio, value $7,078,228.

    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 60,538 shares
    Change vs previous 13F not available

    2.99% of the 13F portfolio, value $6,872,880.

    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).