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Disclosery

PINNEY & SCOFIELD, INC.: DFIS position timeline

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

PINNEY & SCOFIELD, INC. held 136,162 DFIS 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 136,162 shares
    Change vs previous 13F +3,312 shares

    2.33% of the 13F portfolio, value $4,769,745.

    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 132,850 shares
    Change vs previous 13F +557 shares

    2.41% of the 13F portfolio, value $4,473,075.

    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 132,293 shares
    Change vs previous 13F +10,750 shares

    2.47% of the 13F portfolio, value $4,357,734.

    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 121,543 shares
    Change vs previous 13F +2,346 shares

    2.39% of the 13F portfolio, value $3,844,409.

    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 119,197 shares
    Change vs previous 13F +11,723 shares

    2.41% of the 13F portfolio, value $3,556,843.

    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 107,474 shares
    Change vs previous 13F +19,035 shares

    2.01% of the 13F portfolio, value $2,777,127.

    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 88,439 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $2,171,629.

    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).