Skip to content
Disclosery

Pines Wealth Management, LLC: TFC position timeline

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

Pines Wealth Management, LLC held 13,533 TFC 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 13,533 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $674,215.

    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 13,533 shares
    Change vs previous 13F -1,784 shares

    0.2% of the 13F portfolio, value $622,113.

    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 15,317 shares
    Change vs previous 13F +268 shares

    0.24% of the 13F portfolio, value $753,750.

    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 15,049 shares
    Change vs previous 13F -970 shares

    0.23% of the 13F portfolio, value $688,041.

    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 16,019 shares
    Change vs previous 13F -281 shares

    0.26% of the 13F portfolio, value $729,506.

    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 16,300 shares
    Change vs previous 13F -478 shares

    0.26% of the 13F portfolio, value $569,196.

    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 16,778 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $717,763.

    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).