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Pines Wealth Management, LLC: PGX position timeline

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

Pines Wealth Management, LLC held 86,465 PGX 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 86,465 shares
    Change vs previous 13F +3,915 shares

    0.27% of the 13F portfolio, value $937,280.

    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 82,550 shares
    Change vs previous 13F +16,684 shares

    0.29% of the 13F portfolio, value $898,147.

    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 65,866 shares
    Change vs previous 13F +24,717 shares

    0.24% of the 13F portfolio, value $740,329.

    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 41,149 shares
    Change vs previous 13F +5,073 shares

    0.16% of the 13F portfolio, value $477,333.

    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 36,076 shares
    Change vs previous 13F +2,370 shares

    0.14% of the 13F portfolio, value $406,572.

    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 33,706 shares
    Change vs previous 13F +3,386 shares

    0.17% of the 13F portfolio, value $367,731.

    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 30,320 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $343,830.

    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).