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PINKERTON WEALTH, LLC: OMC position timeline

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

PINKERTON WEALTH, LLC held 69,716 OMC 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 69,716 shares
    Change vs previous 13F +3,829 shares

    0.45% of the 13F portfolio, value $5,250,340.

    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 65,887 shares
    Change vs previous 13F -760 shares

    0.48% of the 13F portfolio, value $5,320,406.

    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 66,647 shares
    Change vs previous 13F +1,125 shares

    0.55% of the 13F portfolio, value $5,381,718.

    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 65,522 shares
    Change vs previous 13F +9,291 shares

    0.57% of the 13F portfolio, value $5,341,990.

    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 56,231 shares
    Change vs previous 13F +6,672 shares

    0.48% of the 13F portfolio, value $4,045,229.

    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 49,559 shares
    Change vs previous 13F +1,952 shares

    0.53% of the 13F portfolio, value $4,108,968.

    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 47,607 shares
    Change vs previous 13F +1,824 shares

    0.59% of the 13F portfolio, value $4,096,115.

    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 45,783 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $4,733,530.

    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).