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PINKERTON WEALTH, LLC: EIX position timeline

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

PINKERTON WEALTH, LLC held 4,595 EIX 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 4,595 shares
    Change vs previous 13F -87,427 shares

    0.03% of the 13F portfolio, value $336,250.

    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 92,022 shares
    Change vs previous 13F -1,009 shares

    0.5% of the 13F portfolio, value $5,523,173.

    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 93,031 shares
    Change vs previous 13F +956 shares

    0.57% of the 13F portfolio, value $5,583,738.

    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 92,075 shares
    Change vs previous 13F +12,591 shares

    0.55% of the 13F portfolio, value $5,089,910.

    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 79,484 shares
    Change vs previous 13F +8,052 shares

    0.49% of the 13F portfolio, value $4,101,362.

    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 71,432 shares
    Change vs previous 13F +10,934 shares

    0.55% of the 13F portfolio, value $4,208,776.

    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 60,498 shares
    Change vs previous 13F +1,118 shares

    0.7% of the 13F portfolio, value $4,830,188.

    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 59,380 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $5,171,407.

    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).