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PINKERTON WEALTH, LLC: SPY position timeline

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

PINKERTON WEALTH, LLC held 32,922 SPY 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 32,922 shares
    Change vs previous 13F -37,276 shares

    1.84% of the 13F portfolio, value $21,410,270.

    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 70,198 shares
    Change vs previous 13F +1,726 shares

    4.36% of the 13F portfolio, value $47,869,131.

    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 68,472 shares
    Change vs previous 13F -1,904 shares

    4.79% of the 13F portfolio, value $46,692,231.

    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 70,376 shares
    Change vs previous 13F -9,259 shares

    5.04% of the 13F portfolio, value $46,883,249.

    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 79,635 shares
    Change vs previous 13F -142,274 shares

    5.87% of the 13F portfolio, value $49,202,717.

    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 221,909 shares
    Change vs previous 13F +123,047 shares

    16.11% of the 13F portfolio, value $124,133,637.

    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 98,862 shares
    Change vs previous 13F -5,688 shares

    8.4% of the 13F portfolio, value $57,941,092.

    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 104,550 shares
    Change vs previous 13F not available

    8.72% of the 13F portfolio, value $59,986,345.

    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).