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PINKERTON WEALTH, LLC: IVW position timeline

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

PINKERTON WEALTH, LLC held 26,326 IVW 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 26,326 shares
    Change vs previous 13F -207,960 shares

    0.26% of the 13F portfolio, value $2,977,709.

    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 234,286 shares
    Change vs previous 13F +19,178 shares

    2.63% of the 13F portfolio, value $28,878,148.

    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 215,108 shares
    Change vs previous 13F +8,870 shares

    2.72% of the 13F portfolio, value $26,514,267.

    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 206,238 shares
    Change vs previous 13F -55,274 shares

    2.68% of the 13F portfolio, value $24,897,105.

    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 261,512 shares
    Change vs previous 13F -873,837 shares

    3.44% of the 13F portfolio, value $28,792,520.

    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 1,135,349 shares
    Change vs previous 13F +747,194 shares

    13.68% of the 13F portfolio, value $105,394,489.

    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 388,155 shares
    Change vs previous 13F -10,985 shares

    5.72% of the 13F portfolio, value $39,409,422.

    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 399,140 shares
    Change vs previous 13F not available

    5.56% of the 13F portfolio, value $38,217,678.

    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).