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| White Pine Investment Company
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|---|---|
| CRD # | 111556 |
| SEC # | 801-55054 |
| CIK # | 0001872982, 0001318259 |
| AUM | 532.3 M (2026-03-26) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 734-464-2532 |
| Address | 17199 Laurel Park Dr North Livonia, MI 48152 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001872982 0001318259 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 9.5 | ||
| J P Morgan Chase & Co | 9.4 | ||
| Morgan Stanley | 9.2 | ||
| Facebook Inc | 8.9 | ||
| Amazon Com Inc | 8.8 | ||
| Canadian National Railway Co | 6.3 | ||
| FPL Group Inc | 6.1 | ||
| Chevron Corp | 6.0 | ||
| Sprouts Farmers Market Inc | 5.6 | ||
| Nvidia Corp | 5.5 | ||
| Laboratory Corp of America Holdings | 5.0 | ||
| Verizon Communications Inc | 3.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 219 | 70.1 |
| (b) Individuals (high net worth individuals) | 107 | 448.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 29 | 13.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,113 | 532.3 |
| By Discretionary | ||
| Discretionary | 1,078 | 518.4 |
| Non-Discretionary | 35 | 13.9 |
| Total | 1,113 | 532.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 532.3 | |
| Total | 1,113 | 532.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001318259] | |
| 3 | [0001872982] | |
| 4 | [0001872982] | |
| SC 13G | [0001872982] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| White Pine Inc/Wa | Zevia PBC | [2021-09-03] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail, Research |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Zevia PBC | |
| White Pine LLC | |
| Laird Norton Co LLC |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Zevia PBC ZVIA
Class A Common Stock
|
2024-10-03 | Sell | 92,852 | $1.08 | 100,280 |
|
Zevia PBC ZVIA
Class A Common Stock
|
2024-10-02 | Sell | 5,017 | $1.05 | 5,268 |
|
Zevia PBC ZVIA
Class A Common Stock
|
2024-10-01 | Sell | 6,574 | $1.05 | 6,903 |
|
Zevia PBC ZVIA
Class A Common Stock
|
2024-09-30 | Sell | 36,249 | $1.07 | 38,786 |
|
Zevia PBC ZVIA
Class A Common Stock
|
2024-09-27 | Sell | 11,338 | $1.18 | 13,379 |
|
Zevia PBC ZVIA
Class A Common Stock
|
2024-09-26 | Sell | 26,510 | $1.18 | 31,282 |
|
Zevia PBC ZVIA
Class A Common Stock
|
2023-06-23 | Sell | 508,965 | $4.43 | 2,254,715 |
|
Zevia PBC ZVIA
Class A Common Stock
|
2023-06-22 | Sell | 1,066 | $4.70 | 5,010 |
|
Zevia PBC ZVIA
Class A Common Stock
|
2023-06-21 | Sell | 21,906 | $4.71 | 103,177 |
|
Zevia PBC ZVIA
Class A Common Stock
|
2023-06-20 | Sell | 25,343 | $4.71 | 119,366 |
|
Zevia PBC ZVIA
Class A Common Stock
|
2023-06-16 | Sell | 36,691 | $4.71 | 172,815 |
|
Zevia PBC ZVIA
Class A Common Stock
|
2023-06-14 | Sell | 15,737 | $4.72 | 74,279 |
|
Zevia PBC ZVIA
Class A Common Stock
|
2023-02-21 | Sell | 250,000 | $4.40 | 1,100,000 |
|
Zevia PBC ZVIA
Class A Common Stock
|
2023-02-07 | Sell | 58,368 | $4.68 | 273,162 |
|
Zevia PBC ZVIA
Class A Common Stock
|
2023-02-06 | Sell | 52,484 | $5.00 | 262,420 |
|
Zevia PBC ZVIA
Class A Common Stock
|
2023-02-03 | Sell | 25,302 | $4.93 | 124,739 |
|
Zevia PBC ZVIA
Class A Common Stock
|
2022-12-02 | Conversion | 2,100,000 | $0.00 | |
|
Zevia PBC ZVIA
Class B Common Stock
|
2022-12-02 | Conversion | 2,100,000 | $0.00 | |
|
Zevia PBC ZVIA
Class B Units · derivative
|
2022-12-02 | Conversion | 2,100,000 | $0.00 | |
|
Zevia PBC ZVIA
Class B Units · derivative
|
2022-09-02 | Conversion | 500,000 | $0.00 | |
| showing 20 of 24 most recent transactions | |||||
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