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Disclosery

PINNEY & SCOFIELD, INC.: DFIV position timeline

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

PINNEY & SCOFIELD, INC. held 424,299 DFIV 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 424,299 shares
    Change vs previous 13F -534 shares

    11.21% of the 13F portfolio, value $22,920,623.

    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 424,833 shares
    Change vs previous 13F -8,417 shares

    12.09% of the 13F portfolio, value $22,422,707.

    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 433,250 shares
    Change vs previous 13F +2,767 shares

    12.27% of the 13F portfolio, value $21,619,180.

    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 430,483 shares
    Change vs previous 13F +5,302 shares

    12.33% of the 13F portfolio, value $19,853,861.

    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 425,181 shares
    Change vs previous 13F +33 shares

    12.33% of the 13F portfolio, value $18,210,515.

    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 425,148 shares
    Change vs previous 13F +11,744 shares

    12.11% of the 13F portfolio, value $16,733,831.

    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 413,404 shares
    Change vs previous 13F not available

    11.11% of the 13F portfolio, value $14,667,570.

    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).