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Disclosery

PINNEY & SCOFIELD, INC.: DFIP position timeline

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

PINNEY & SCOFIELD, INC. held 615,557 DFIP 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 615,557 shares
    Change vs previous 13F +50,670 shares

    12.42% of the 13F portfolio, value $25,394,808.

    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 564,887 shares
    Change vs previous 13F +44,443 shares

    12.71% of the 13F portfolio, value $23,567,074.

    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 520,444 shares
    Change vs previous 13F +77,837 shares

    12.27% of the 13F portfolio, value $21,627,039.

    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 442,607 shares
    Change vs previous 13F +42,304 shares

    11.61% of the 13F portfolio, value $18,691,288.

    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 400,303 shares
    Change vs previous 13F -683 shares

    11.33% of the 13F portfolio, value $16,736,659.

    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 400,986 shares
    Change vs previous 13F +49,586 shares

    12.22% of the 13F portfolio, value $16,885,936.

    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 351,400 shares
    Change vs previous 13F not available

    10.77% of the 13F portfolio, value $14,228,482.

    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).