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Disclosery

PINNEY & SCOFIELD, INC.: DFAT position timeline

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

PINNEY & SCOFIELD, INC. held 177,700 DFAT 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 177,700 shares
    Change vs previous 13F -2,154 shares

    6.07% of the 13F portfolio, value $12,421,219.

    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 179,854 shares
    Change vs previous 13F -781 shares

    6.06% of the 13F portfolio, value $11,231,872.

    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 180,635 shares
    Change vs previous 13F -3,400 shares

    6.1% of the 13F portfolio, value $10,754,999.

    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 184,035 shares
    Change vs previous 13F -445 shares

    6.65% of the 13F portfolio, value $10,712,696.

    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 184,480 shares
    Change vs previous 13F -1,130 shares

    6.74% of the 13F portfolio, value $9,954,559.

    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 185,610 shares
    Change vs previous 13F -691 shares

    6.92% of the 13F portfolio, value $9,557,073.

    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 186,301 shares
    Change vs previous 13F not available

    7.85% of the 13F portfolio, value $10,369,540.

    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).