Loading…
CIK 0002041807 • 7 13F filings • Apr 21, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("five-pine-wealth-management","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001754960-25-000653 |
| $147.9M |
| View |
| Aug 13, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000761 | $176.7M | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000394 | $135.1M | View |
| Apr 17, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000272 | $160.9M | View |
| Apr 21, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000219 | $122.8M | View |