High Pines Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2023 - Jan 12, 2024
Value $
$65.6M
Signature - Title
James Gibbons - Chief Compliance Officer
Location
Duxbury, MA
Summary
This page shows a list of all the recent 13F filings made by High Pines Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. High Pines Wealth Management, LLC reported 30 stock holdings with total value $65.6M as of Q4 2023. Top holdings included VONG, VEA, VOO, VTV, and VO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2023 30 $65.6M +$969K -$2.32M -$1.35M VONG, VEA, VOO, VTV, VO 13F-HR 1/12/2024, 05:08 PM
Q3 2023 32 $60.8M +$3.67M -$6.18M -$2.51M VONG, VEA, VOO, VTV, VO 13F-HR 11/9/2023, 08:57 AM
Q2 2023 31 $65.6M +$2.92M -$1.18M +$1.73M VONG, VEA, VOO, VTV, BND 13F-HR 8/8/2023, 05:19 PM
Q1 2023 31 $60.2M +$545K -$711K -$166K VONG, VEA, VOO, VTV, BND 13F-HR 5/11/2023, 05:50 PM
Q4 2022 32 $57M +$1.08M -$504K +$578K VEA, VONG, VTV, VOO, BND 13F-HR 2/13/2023, 06:00 PM
Q3 2022 32 $52.4M +$2.12M -$536K +$1.58M VONG, VEA, VTV, VOO, BND 13F-HR 11/14/2022, 09:58 AM
Q2 2022 28 $54.2M +$2.29M -$61.4M -$59.1M VONG, VEA, VTV, VOO, BND 13F-HR 8/15/2022, 09:59 AM
Q1 2022 37 $136M +$6.03M -$3.96M +$2.07M VOO, VEA, VONG, VTV, MSFT 13F-HR 5/11/2022, 03:47 PM
Q4 2021 36 $143M +$5.99M -$18.1M -$12.1M VOO, VEA, VONG, VTV, MSFT 13F-HR 2/14/2022, 08:37 PM
Q3 2021 41 $146M +$18.3M -$1.36M +$17M VOO, VEA, VONG, VTV, META 13F-HR 10/13/2021, 09:40 AM
Q2 2021 40 $133M +$23.9M -$9.93M +$14M VOO, VEA, VONG, VTV, META 13F-HR 8/13/2021, 04:12 PM
Q1 2021 39 $113M +$6.21M -$4.85M +$1.36M VOO, VEA, VONG, VTV, MSFT 13F-HR 4/9/2021, 02:46 PM
Q4 2020 40 $108M $0 $0 VOO, AAPL, VEA, VONG, VTV 13F-HR 4/9/2021, 02:41 PM