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CIK 0002037426 • 7 13F filings • Apr 11, 2025 – Oct 21, 2026
Import this data to Google Sheets with:
=jivedata("pines-wealth-management-llc","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 |
| 0001951757-25-001248 |
| $296.9M |
| View |
| Jul 22, 2026 | Q2 2026 | 13F-HR | 0001951757-26-001023 | $347.8M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000603 | $282.7M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000527 | $309.0M | View |
| Apr 11, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000336 | $216.2M | View |