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PINNEY & SCOFIELD, INC.: DFAS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PINNEY & SCOFIELD, INC. on DFAS, newest first. How the timeline and the estimate are built.

PINNEY & SCOFIELD, INC. held 290,953 DFAS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 290,953 shares
    Change vs previous 13F -1,419 shares

    11.71% of the 13F portfolio, value $23,957,061.

    13F-HR 0002056763-26-000003 filed by PINNEY & SCOFIELD, INC.
    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 292,372 shares
    Change vs previous 13F +4,029 shares

    11.21% of the 13F portfolio, value $20,796,430.

    13F-HR 0002056763-26-000002 filed by PINNEY & SCOFIELD, INC.
    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 288,343 shares
    Change vs previous 13F +11,535 shares

    11.4% of the 13F portfolio, value $20,088,885.

    13F-HR 0002056763-26-000001 filed by PINNEY & SCOFIELD, INC.
    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 276,808 shares
    Change vs previous 13F +4,612 shares

    11.77% of the 13F portfolio, value $18,950,256.

    13F-HR 0002056763-25-000005 filed by PINNEY & SCOFIELD, INC.
    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 272,196 shares
    Change vs previous 13F +5,714 shares

    11.74% of the 13F portfolio, value $17,341,579.

    13F-HR 0002056763-25-000004 filed by PINNEY & SCOFIELD, INC.
    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 266,482 shares
    Change vs previous 13F +11,712 shares

    11.53% of the 13F portfolio, value $15,922,283.

    13F-HR 0002056763-25-000003 filed by PINNEY & SCOFIELD, INC.
    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 254,770 shares
    Change vs previous 13F not available

    12.56% of the 13F portfolio, value $16,580,456.

    13F-HR 0002056763-25-000001 filed by PINNEY & SCOFIELD, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).