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PINNEY & SCOFIELD, INC.: DFUV position timeline

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

PINNEY & SCOFIELD, INC. held 311,762 DFUV 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 311,762 shares
    Change vs previous 13F -5,687 shares

    8.38% of the 13F portfolio, value $17,150,013.

    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 317,449 shares
    Change vs previous 13F -2,050 shares

    8.3% of the 13F portfolio, value $15,383,559.

    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 319,499 shares
    Change vs previous 13F -5,922 shares

    8.45% of the 13F portfolio, value $14,885,446.

    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 325,421 shares
    Change vs previous 13F -1,834 shares

    9.03% of the 13F portfolio, value $14,543,043.

    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 327,255 shares
    Change vs previous 13F -2,215 shares

    9.37% of the 13F portfolio, value $13,836,335.

    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 329,470 shares
    Change vs previous 13F -5,129 shares

    9.83% of the 13F portfolio, value $13,577,478.

    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 334,599 shares
    Change vs previous 13F not available

    10.37% of the 13F portfolio, value $13,691,791.

    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).