Skip to content
Disclosery

Pines Wealth Management, LLC: VGT position timeline

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

Pines Wealth Management, LLC held 18,805 VGT 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 18,805 shares
    Change vs previous 13F +16,269 shares

    0.65% of the 13F portfolio, value $2,247,595.

    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 2,536 shares
    Change vs previous 13F +270 shares

    0.57% of the 13F portfolio, value $1,769,484.

    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 2,266 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $1,708,129.

    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 2,266 shares
    Change vs previous 13F -10 shares

    0.57% of the 13F portfolio, value $1,691,918.

    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 2,276 shares
    Change vs previous 13F +86 shares

    0.54% of the 13F portfolio, value $1,534,109.

    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 2,190 shares
    Change vs previous 13F +447 shares

    0.48% of the 13F portfolio, value $1,030,132.

    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 1,743 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,069,246.

    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).