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PINKERTON WEALTH, LLC: SCHP position timeline

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

PINKERTON WEALTH, LLC held 36,668 SCHP 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 36,668 shares
    Change vs previous 13F +2,323 shares

    0.08% of the 13F portfolio, value $975,743.

    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 34,345 shares
    Change vs previous 13F -1,032 shares

    0.08% of the 13F portfolio, value $909,806.

    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 35,377 shares
    Change vs previous 13F -3,272 shares

    0.1% of the 13F portfolio, value $937,144.

    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 38,649 shares
    Change vs previous 13F +665 shares

    0.11% of the 13F portfolio, value $1,041,587.

    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 37,984 shares
    Change vs previous 13F +6,834 shares

    0.12% of the 13F portfolio, value $1,013,417.

    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 31,150 shares
    Change vs previous 13F +1,996 shares

    0.11% of the 13F portfolio, value $837,623.

    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 29,154 shares
    Change vs previous 13F +16,067 shares

    0.11% of the 13F portfolio, value $753,048.

    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 13,087 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $701,856.

    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).