Skip to content
Disclosery

Pines Wealth Management, LLC: VGIT position timeline

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

Pines Wealth Management, LLC held 26,264 VGIT 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 26,264 shares
    Change vs previous 13F +1,142 shares

    0.45% of the 13F portfolio, value $1,549,049.

    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 25,122 shares
    Change vs previous 13F +7,316 shares

    0.48% of the 13F portfolio, value $1,496,037.

    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 17,806 shares
    Change vs previous 13F +1,638 shares

    0.35% of the 13F portfolio, value $1,067,135.

    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 16,168 shares
    Change vs previous 13F +2,594 shares

    0.33% of the 13F portfolio, value $970,548.

    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 13,574 shares
    Change vs previous 13F +843 shares

    0.28% of the 13F portfolio, value $804,252.

    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 12,731 shares
    Change vs previous 13F -5,078 shares

    0.35% of the 13F portfolio, value $755,309.

    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 17,809 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,024,194.

    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).