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Disclosery

PINNEY & SCOFIELD, INC.: DFEM position timeline

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

PINNEY & SCOFIELD, INC. held 55,200 DFEM 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 55,200 shares
    Change vs previous 13F +3,271 shares

    1.1% of the 13F portfolio, value $2,243,324.

    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 51,929 shares
    Change vs previous 13F +274 shares

    0.97% of the 13F portfolio, value $1,794,154.

    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 51,655 shares
    Change vs previous 13F -35 shares

    0.97% of the 13F portfolio, value $1,708,763.

    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 51,690 shares
    Change vs previous 13F +1,850 shares

    1.03% of the 13F portfolio, value $1,657,707.

    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 49,840 shares
    Change vs previous 13F +1,207 shares

    1% of the 13F portfolio, value $1,479,242.

    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 48,633 shares
    Change vs previous 13F +9,411 shares

    0.93% of the 13F portfolio, value $1,286,830.

    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 39,222 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,027,223.

    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).