True Wealth Design’s Alpine Income Property Trust PINE Stock Holding History

True Wealth Design’s Portfolio PINE Stock Details PINE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$125	Buy	6 +3	+100%	+$58	﹤0.01%	2519
2026 Q1	$54	Sell	3 -1	-25%	-$19	﹤0.01%	2557
2025 Q4	$67	Sell	4 -2	-33%	-$31	﹤0.01%	2390
2025 Q3	$86	Buy	6 +1	+20%	+$15	﹤0.01%	2479
2025 Q2	$74	Sell	5 -4	-44%	-$62	﹤0.01%	2310
2025 Q1	$151	Buy	+9	New	+$149	﹤0.01%	2060

Other funds holding PINE

GWMI

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design's PINE Position: Q2 2026 in Review

True Wealth Design increased its Alpine Income Property Trust (PINE) stake by 100% in Q2 2026, buying an estimated $58 and bringing the position to 6 shares worth $125. The position accounts for ﹤0.01% of the portfolio, ranked #2519.

True Wealth Design first reported a position in PINE in Q1 2025 and has held it in 6 quarters since. The position peaked at $151 in Q1 2025. 6 funds tracked by Wall St. Rank hold PINE as of Q2 2026.

True Wealth Design held 6 shares of Alpine Income Property Trust worth $125 as of Q2 2026.
True Wealth Design bought 3 Alpine Income Property Trust shares in Q2 2026, an estimated $58.
Alpine Income Property Trust made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2519 holding.
True Wealth Design first reported a position in Alpine Income Property Trust in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's Alpine Income Property Trust position peaked at $151 in Q1 2025.
6 funds tracked by Wall St. Rank held Alpine Income Property Trust as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.