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Pines Wealth Management, LLC: IGSB position timeline

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

Pines Wealth Management, LLC held 97,405 IGSB 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 97,405 shares
    Change vs previous 13F +6,242 shares

    1.47% of the 13F portfolio, value $5,104,997.

    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 91,163 shares
    Change vs previous 13F +3,081 shares

    1.55% of the 13F portfolio, value $4,791,528.

    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 88,082 shares
    Change vs previous 13F +5,603 shares

    1.51% of the 13F portfolio, value $4,657,777.

    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 82,479 shares
    Change vs previous 13F +372 shares

    1.47% of the 13F portfolio, value $4,373,862.

    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 82,107 shares
    Change vs previous 13F -8,109 shares

    1.52% of the 13F portfolio, value $4,308,976.

    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 90,216 shares
    Change vs previous 13F -2,296 shares

    2.16% of the 13F portfolio, value $4,675,896.

    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 92,512 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $4,768,069.

    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).