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Pines Wealth Management, LLC: VCSH position timeline

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

Pines Wealth Management, LLC held 12,066 VCSH 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 12,066 shares
    Change vs previous 13F +752 shares

    0.27% of the 13F portfolio, value $953,581.

    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 11,314 shares
    Change vs previous 13F +2,883 shares

    0.29% of the 13F portfolio, value $896,828.

    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 8,431 shares
    Change vs previous 13F +414 shares

    0.22% of the 13F portfolio, value $672,227.

    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 8,017 shares
    Change vs previous 13F +726 shares

    0.22% of the 13F portfolio, value $640,781.

    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 7,291 shares
    Change vs previous 13F +214 shares

    0.2% of the 13F portfolio, value $576,680.

    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 7,077 shares
    Change vs previous 13F +1,629 shares

    0.26% of the 13F portfolio, value $552,937.

    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 5,448 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $423,780.

    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).