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PINKERTON WEALTH, LLC: SCHB position timeline

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

PINKERTON WEALTH, LLC held 268,772 SCHB 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 268,772 shares
    Change vs previous 13F -8,297 shares

    0.58% of the 13F portfolio, value $6,746,187.

    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 277,069 shares
    Change vs previous 13F -23,566 shares

    0.66% of the 13F portfolio, value $7,267,528.

    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 300,635 shares
    Change vs previous 13F -9,264 shares

    0.81% of the 13F portfolio, value $7,885,664.

    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 309,899 shares
    Change vs previous 13F +272,131 shares

    0.86% of the 13F portfolio, value $7,967,514.

    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 37,768 shares
    Change vs previous 13F -402,718 shares

    0.11% of the 13F portfolio, value $900,005.

    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 440,486 shares
    Change vs previous 13F -108,117 shares

    1.23% of the 13F portfolio, value $9,483,655.

    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 548,603 shares
    Change vs previous 13F +336,233 shares

    1.81% of the 13F portfolio, value $12,453,279.

    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 212,370 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $14,126,879.

    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).