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PINKERTON WEALTH, LLC: BIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PINKERTON WEALTH, LLC on BIV, newest first. How the timeline and the estimate are built.

PINKERTON WEALTH, LLC held 515,159 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 515,159 shares
    Change vs previous 13F +26,474 shares

    3.41% of the 13F portfolio, value $39,759,969.

    13F-HR 0001104659-26-088550 filed by PINKERTON WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 488,685 shares
    Change vs previous 13F -15,812 shares

    3.46% of the 13F portfolio, value $38,058,751.

    13F-HR 0001104659-26-041344 filed by PINKERTON WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 504,497 shares
    Change vs previous 13F +7,827 shares

    4.03% of the 13F portfolio, value $39,290,189.

    13F-HR 0001104659-26-011341 filed by PINKERTON WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 496,670 shares
    Change vs previous 13F +73,592 shares

    4.17% of the 13F portfolio, value $38,784,983.

    13F-HR 0001104659-25-110864 filed by PINKERTON WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 423,078 shares
    Change vs previous 13F +42,450 shares

    3.9% of the 13F portfolio, value $32,720,829.

    13F-HR 0001104659-25-077418 filed by PINKERTON WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 380,628 shares
    Change vs previous 13F +23,535 shares

    3.78% of the 13F portfolio, value $29,144,656.

    13F-HR 0001104659-25-043901 filed by PINKERTON WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 357,093 shares
    Change vs previous 13F +12,506 shares

    3.87% of the 13F portfolio, value $26,685,573.

    13F-HR 0001104659-25-014413 filed by PINKERTON WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 344,587 shares
    Change vs previous 13F not available

    3.93% of the 13F portfolio, value $27,005,251.

    13F-HR 0001104659-24-116625 filed by PINKERTON WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).