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PINKERTON WEALTH, LLC: CION position timeline

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

PINKERTON WEALTH, LLC held 163,035 CION 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 163,035 shares
    Change vs previous 13F -65,601 shares

    0.1% of the 13F portfolio, value $1,115,158.

    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 228,636 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $2,210,909.

    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 228,636 shares
    Change vs previous 13F -140,708 shares

    0.23% of the 13F portfolio, value $2,210,909.

    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 369,344 shares
    Change vs previous 13F -92,381 shares

    0.38% of the 13F portfolio, value $3,501,380.

    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 461,725 shares
    Change vs previous 13F -16,592 shares

    0.53% of the 13F portfolio, value $4,418,709.

    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 478,317 shares
    Change vs previous 13F -45,148 shares

    0.64% of the 13F portfolio, value $4,950,577.

    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 523,465 shares
    Change vs previous 13F -135,708 shares

    0.87% of the 13F portfolio, value $5,967,497.

    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 659,173 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $7,844,164.

    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).