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PINKERTON WEALTH, LLC: SCHX position timeline

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

PINKERTON WEALTH, LLC held 1,421,061 SCHX 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 1,421,061 shares
    Change vs previous 13F +14,724 shares

    3.13% of the 13F portfolio, value $36,435,997.

    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 1,406,337 shares
    Change vs previous 13F -56,136 shares

    3.44% of the 13F portfolio, value $37,844,537.

    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 1,462,473 shares
    Change vs previous 13F +21,382 shares

    4.03% of the 13F portfolio, value $39,355,157.

    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 1,441,091 shares
    Change vs previous 13F +231,484 shares

    4.08% of the 13F portfolio, value $37,958,340.

    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 1,209,607 shares
    Change vs previous 13F -349,646 shares

    3.53% of the 13F portfolio, value $29,562,804.

    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 1,559,253 shares
    Change vs previous 13F -164,961 shares

    4.47% of the 13F portfolio, value $34,428,316.

    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 1,724,214 shares
    Change vs previous 13F +1,096,220 shares

    5.8% of the 13F portfolio, value $39,967,271.

    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 627,994 shares
    Change vs previous 13F not available

    6.2% of the 13F portfolio, value $42,609,386.

    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).