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Pines Wealth Management, LLC: USIG position timeline

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

Pines Wealth Management, LLC held 21,454 USIG 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 21,454 shares
    Change vs previous 13F +3,083 shares

    0.32% of the 13F portfolio, value $1,100,376.

    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 18,371 shares
    Change vs previous 13F +107 shares

    0.3% of the 13F portfolio, value $941,147.

    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 18,264 shares
    Change vs previous 13F +145 shares

    0.31% of the 13F portfolio, value $945,528.

    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 18,119 shares
    Change vs previous 13F -1,137 shares

    0.32% of the 13F portfolio, value $946,175.

    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 19,256 shares
    Change vs previous 13F -6,318 shares

    0.35% of the 13F portfolio, value $985,523.

    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 25,574 shares
    Change vs previous 13F +489 shares

    0.59% of the 13F portfolio, value $1,272,818.

    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 25,085 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,248,481.

    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).