Pines Wealth Management, LLC

Business address
104 Bradford Village Court, Southern Pines, NC, 28387
Top securities (13F)
IVV, NVDA, MSFT, AAPL, AMZN, MUB, GLTR, AVGO, BSV, JPM, WMT, SPY, LQD, GOOG, IGSB, IVE, LLY, GOOGL, IUSB, and IBM
State of incorporation
DE
Fiscal year end
31 December
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Pines Wealth Management, LLC has filed 5 SEC EDGAR filings since 14 Jan 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 03 Nov 2025 30 Sep 2025 028-24546
N-PX Open Document Open Filing 18 Jul 2025 30 Jun 2025 028-24546
13F-HR Open Document Open Filing 09 Jul 2025 30 Jun 2025 028-24546
13F-HR Open Document Open Filing 11 Apr 2025 31 Mar 2025 028-24546
13F-HR Open Document Open Filing 14 Jan 2025 31 Dec 2024 028-24546