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PINKERTON WEALTH, LLC: IP position timeline

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

PINKERTON WEALTH, LLC held 132,328 IP 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 132,328 shares
    Change vs previous 13F +8,694 shares

    0.41% of the 13F portfolio, value $4,724,108.

    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 123,634 shares
    Change vs previous 13F -1,361 shares

    0.44% of the 13F portfolio, value $4,869,939.

    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 124,995 shares
    Change vs previous 13F +8,306 shares

    0.5% of the 13F portfolio, value $4,923,553.

    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 116,689 shares
    Change vs previous 13F +7,258 shares

    0.58% of the 13F portfolio, value $5,414,372.

    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 109,431 shares
    Change vs previous 13F +1,838 shares

    0.61% of the 13F portfolio, value $5,124,646.

    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 107,593 shares
    Change vs previous 13F -508 shares

    0.75% of the 13F portfolio, value $5,740,091.

    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 108,101 shares
    Change vs previous 13F -2,161 shares

    0.84% of the 13F portfolio, value $5,817,992.

    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 110,262 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $5,386,290.

    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).