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PINKERTON WEALTH, LLC: UL position timeline

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

PINKERTON WEALTH, LLC held 81,607 UL 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 81,607 shares
    Change vs previous 13F +3,431 shares

    0.4% of the 13F portfolio, value $4,649,151.

    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 78,176 shares
    Change vs previous 13F -976 shares

    0.47% of the 13F portfolio, value $5,112,710.

    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 79,152 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $5,176,541.

    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).