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PINKERTON WEALTH, LLC: SCHD position timeline

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

PINKERTON WEALTH, LLC held 235,722 SCHD 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 235,722 shares
    Change vs previous 13F -9,400 shares

    0.62% of the 13F portfolio, value $7,231,961.

    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 245,122 shares
    Change vs previous 13F -20,658 shares

    0.61% of the 13F portfolio, value $6,723,705.

    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 265,780 shares
    Change vs previous 13F -1,612 shares

    0.75% of the 13F portfolio, value $7,290,354.

    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 267,392 shares
    Change vs previous 13F -42,120 shares

    0.78% of the 13F portfolio, value $7,299,810.

    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 309,512 shares
    Change vs previous 13F -30,460 shares

    0.98% of the 13F portfolio, value $8,202,076.

    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 339,972 shares
    Change vs previous 13F -67,765 shares

    1.23% of the 13F portfolio, value $9,505,626.

    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 407,737 shares
    Change vs previous 13F +256,326 shares

    1.62% of the 13F portfolio, value $11,139,383.

    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 151,411 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $12,798,798.

    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).