Skip to content
Disclosery

Pines Wealth Management, LLC: IVV position timeline

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

Pines Wealth Management, LLC held 27,131 IVV 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 27,131 shares
    Change vs previous 13F +167 shares

    5.85% of the 13F portfolio, value $20,318,135.

    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 26,964 shares
    Change vs previous 13F -4,988 shares

    5.7% of the 13F portfolio, value $17,613,155.

    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 31,952 shares
    Change vs previous 13F +393 shares

    7.08% of the 13F portfolio, value $21,885,203.

    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 31,559 shares
    Change vs previous 13F -118 shares

    7.12% of the 13F portfolio, value $21,122,439.

    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 31,677 shares
    Change vs previous 13F +598 shares

    7.04% of the 13F portfolio, value $19,898,542.

    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 31,079 shares
    Change vs previous 13F +16,640 shares

    7.17% of the 13F portfolio, value $15,502,206.

    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 14,439 shares
    Change vs previous 13F not available

    3.67% of the 13F portfolio, value $8,422,702.

    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).