Filer Snapshot

High Pines Wealth Management, LLC

CIK 0001855571. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

13

Latest filing

12 Jan 2024

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q4 2023. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Open 13F portfolio Save page

Largest parsed holding

VONG

$10.52M reported value

Open holding

13D/G large stake

—

No recent parsed 13D/G stake row for this CIK.

Browse 13D/G

Save this filer page

Create a free account to keep this page in your watchlists. After verification, we will save it automatically and open your saved research list.

Create free account and save this filer Already have an account? Sign in and save it
Source: SEC Form 13F

13F-HR filed on 12 Jan 2024 for CIK 0001855571.

View source filing
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$65.59M

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$65.59M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Largest 13F holdings

13F
VONG VEA VOO VTV VO
+15 moreVCSH BND VTEB AAPL IJR TJX MSFT NVDA AMZN JPM META GOOG V ADBE SBUX

Largest symbols in the latest parsed Form 13F information table.

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

VONG VEA VOO VTV VO VCSH BND VTEB
+12 moreAAPL IJR TJX MSFT NVDA AMZN JPM META GOOG V ADBE SBUX
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
40 Tremont Street, Suite 62, Duxbury, MA, 02332
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
MA
Fiscal year end
31 December

Filer intelligence

What SEC filings say about High Pines Wealth Management, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $65.59M across 30 reported holdings for Q4 2023.
  • Largest parsed 13F holding: VONG at $10.52M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 30 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q4 2023 - 12 Jan 2024

Top 5 concentration

65%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$42.57M

Compared with $65.59M total 13F value.

Top 5 net change

+$12.7K

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: VO ยท Largest trim: VTEB

VONG VEA VOO VTV VO Other holdings

VONG

16%

Vanguard Scottsdale Fds

$10.52M

VEA

14.2%

Vanguard Tax Managed Fds

$9.35M

VOO

13.3%

Vanguard Index Fds

$8.73M

VTV

12.6%

Vanguard Index Fds

$8.24M

VO

8.7%

Vanguard Index Fds

$5.74M

Latest update

What changed recently for High Pines Wealth Management, LLC

New filing available

Latest 13F period: Q4 2023. Open the source-backed page to inspect the fresh filing or facts context.

Update date

12 Jan 2024

Page type

Filer profile

Latest period

Q4 2023

Institutional portfolio context was refreshed from a 13F filing filed on 12 Jan 2024.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

High Pines Wealth Management, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q4 2023. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

Open company facts Browse metric rankings

SEC filing record

CIK 0001855571 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
13
First seen
09 Apr 2021
Latest filing
12 Jan 2024
Entity
Company

Observed form types

13F-HR

CIK-linked evidence first

High Pines Wealth Management, LLC SEC filings High Pines Wealth Management, LLC 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 13 SEC filings for High Pines Wealth Management, LLC.

Open full filing history
13F-HR

13F-HR filing

Filing date
12 Jan 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
09 Nov 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
08 Aug 2023
Reporting date
30 Jun 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
12 May 2023
Reporting date
31 Mar 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Feb 2023
Reporting date
31 Dec 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Nov 2022
Reporting date
30 Sep 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
15 Aug 2022
Reporting date
30 Jun 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
11 May 2022
Reporting date
31 Mar 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
15 Feb 2022
Reporting date
31 Dec 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
13 Oct 2021
Reporting date
30 Sep 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
13 Aug 2021
Reporting date
30 Jun 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
09 Apr 2021
Reporting date
31 Mar 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .