Pines Wealth Management, LLCGrowthConcentrated trader

CIK: 0002037426 | SOUTHERN PINES, NC

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	222	$351.8M	2026-10-21	SEC ↗
Q2 2026	13F-HR	219	$347.8M	2026-07-22	SEC ↗
Q1 2026	13F-HR	215	$309.0M	2026-04-08	SEC ↗
Q4 2025	13F-HR	225	$309.6M	2026-02-02	SEC ↗
Q3 2025	13F-HR	226	$296.9M	2025-11-03	SEC ↗
Q2 2025	13F-HR	229	$282.7M	2025-07-09	SEC ↗
Q1 2025	13F-HR	198	$216.2M	2025-04-11	SEC ↗
Q4 2024	13F-HR	205	$229.8M	2025-01-14	SEC ↗