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PINNEY & SCOFIELD, INC.: DFLV position timeline

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

PINNEY & SCOFIELD, INC. held 155,964 DFLV 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 155,964 shares
    Change vs previous 13F +6,511 shares

    3.01% of the 13F portfolio, value $6,166,820.

    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 149,453 shares
    Change vs previous 13F +5,094 shares

    2.88% of the 13F portfolio, value $5,336,968.

    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 144,359 shares
    Change vs previous 13F +26,566 shares

    2.8% of the 13F portfolio, value $4,938,533.

    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 117,793 shares
    Change vs previous 13F +8,625 shares

    2.41% of the 13F portfolio, value $3,875,375.

    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 109,168 shares
    Change vs previous 13F +8,117 shares

    2.29% of the 13F portfolio, value $3,386,399.

    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 101,051 shares
    Change vs previous 13F +21,080 shares

    2.24% of the 13F portfolio, value $3,089,128.

    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 79,971 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $2,401,531.

    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).