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Disclosery

PINKERTON WEALTH, LLC: DIA position timeline

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

PINKERTON WEALTH, LLC held 0 DIA shares at 2025-09-30 per its 13F-HR filed 2025-11-13.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -2,741 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 2,741 shares
    Change vs previous 13F -254,685 shares

    0.14% of the 13F portfolio, value $1,207,822.

    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).

  3. period ended2025-03-31
    13F 257,426 shares
    Change vs previous 13F +171,476 shares

    14.03% of the 13F portfolio, value $108,088,029.

    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).

  4. period ended2024-12-31
    13F 85,950 shares
    Change vs previous 13F not available

    5.3% of the 13F portfolio, value $36,571,725.

    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).