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PINKERTON WEALTH, LLC: SCHF position timeline

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

PINKERTON WEALTH, LLC held 1,241,123 SCHF 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 1,241,123 shares
    Change vs previous 13F -33,625 shares

    2.64% of the 13F portfolio, value $30,717,807.

    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 1,274,748 shares
    Change vs previous 13F -56,391 shares

    2.79% of the 13F portfolio, value $30,644,954.

    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 1,331,139 shares
    Change vs previous 13F +5,509 shares

    3.28% of the 13F portfolio, value $32,000,593.

    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 1,325,630 shares
    Change vs previous 13F +32,926 shares

    3.32% of the 13F portfolio, value $30,860,666.

    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 1,292,704 shares
    Change vs previous 13F +15,081 shares

    3.41% of the 13F portfolio, value $28,568,758.

    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 1,277,623 shares
    Change vs previous 13F +26,389 shares

    3.28% of the 13F portfolio, value $25,271,383.

    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 1,251,234 shares
    Change vs previous 13F +623,486 shares

    3.36% of the 13F portfolio, value $23,147,829.

    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 627,748 shares
    Change vs previous 13F not available

    3.75% of the 13F portfolio, value $25,812,998.

    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).