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PINKERTON WEALTH, LLC: WDAY position timeline

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

PINKERTON WEALTH, LLC held 0 WDAY 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 0 shares
    Change vs previous 13F -11,771 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 11,771 shares
    Change vs previous 13F -267 shares

    0.23% of the 13F portfolio, value $2,528,175.

    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 12,038 shares
    Change vs previous 13F +729 shares

    0.27% of the 13F portfolio, value $2,585,522.

    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 11,309 shares
    Change vs previous 13F +2,009 shares

    0.29% of the 13F portfolio, value $2,722,416.

    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 9,300 shares
    Change vs previous 13F +305 shares

    0.27% of the 13F portfolio, value $2,232,000.

    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 8,995 shares
    Change vs previous 13F -341 shares

    0.27% of the 13F portfolio, value $2,100,602.

    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 9,336 shares
    Change vs previous 13F -114 shares

    0.35% of the 13F portfolio, value $2,408,968.

    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 9,450 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,309,675.

    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).