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Disclosery

PINNEY & SCOFIELD, INC.: SUB position timeline

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

PINNEY & SCOFIELD, INC. held 10,985 SUB 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 10,985 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $1,169,573.

    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 10,985 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $1,169,903.

    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 10,985 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $1,172,100.

    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 10,985 shares
    Change vs previous 13F -465 shares

    0.73% of the 13F portfolio, value $1,172,978.

    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 11,450 shares
    Change vs previous 13F 0 shares

    0.82% of the 13F portfolio, value $1,217,593.

    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 11,450 shares
    Change vs previous 13F 0 shares

    0.88% of the 13F portfolio, value $1,209,120.

    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 11,450 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $1,207,746.

    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).