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PINKERTON WEALTH, LLC: DFAS position timeline

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

PINKERTON WEALTH, LLC held 86,889 DFAS 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 86,889 shares
    Change vs previous 13F -6,186 shares

    0.53% of the 13F portfolio, value $6,180,389.

    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 93,075 shares
    Change vs previous 13F -2,819 shares

    0.59% of the 13F portfolio, value $6,484,534.

    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 95,894 shares
    Change vs previous 13F +2,406 shares

    0.68% of the 13F portfolio, value $6,680,950.

    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 93,488 shares
    Change vs previous 13F -959 shares

    0.69% of the 13F portfolio, value $6,400,180.

    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 94,447 shares
    Change vs previous 13F +11,631 shares

    0.72% of the 13F portfolio, value $6,017,200.

    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 82,816 shares
    Change vs previous 13F +2,557 shares

    0.64% of the 13F portfolio, value $4,948,234.

    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 80,259 shares
    Change vs previous 13F +749 shares

    0.76% of the 13F portfolio, value $5,223,276.

    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 79,510 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $5,157,035.

    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).