Number of Shares
34,618
Previous 32,523 6.44%
Holding current value
$951 Million
Previous $682 Million 39.37%
% of portfolio
0.34%
Previous 0.32%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025

BUY
N/A
2,095 Added 6.44%
34,618 $951 Million
Q1 2025

Apr 11, 2025

BUY
N/A
32,523 New
32,523 $682 Million
Track This Portfolio

Track Pines Wealth Management, LLC Portfolio

Follow Pines Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pines Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pines Wealth Management, LLC with notifications on news.