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Disclosery

PINNEY & SCOFIELD, INC.: DFEV position timeline

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

PINNEY & SCOFIELD, INC. held 46,990 DFEV 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 46,990 shares
    Change vs previous 13F -108 shares

    0.98% of the 13F portfolio, value $2,004,918.

    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 47,098 shares
    Change vs previous 13F +2,359 shares

    0.91% of the 13F portfolio, value $1,685,149.

    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 44,739 shares
    Change vs previous 13F -36 shares

    0.86% of the 13F portfolio, value $1,509,497.

    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 44,775 shares
    Change vs previous 13F +601 shares

    0.89% of the 13F portfolio, value $1,427,867.

    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 44,174 shares
    Change vs previous 13F -52 shares

    0.9% of the 13F portfolio, value $1,324,778.

    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 44,226 shares
    Change vs previous 13F +3,391 shares

    0.87% of the 13F portfolio, value $1,196,314.

    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 40,835 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,070,279.

    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).