PINKERTON WEALTH, LLC
All 13F Filings
- Location
- Coeur D Alene, ID
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 641,885
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/29/2026 | 138 | 641,885 | 13F-HR | PINKERTON WEALTH, LLC |
| Q2 2026 | 7/30/2026 | 103 | 1,164,496 | 13F-HR | PINKERTON WEALTH, LLC |
| Q1 2026 | 4/9/2026 | 138 | 1,099,142 | 13F-HR | PINKERTON WEALTH, LLC |
| Q4 2025 | 2/6/2026 | 138 | 975,512 | 13F-HR | PINKERTON WEALTH, LLC |
| Q3 2025 | 11/13/2025 | 138 | 930,224 | 13F-HR | PINKERTON WEALTH, LLC |
| Q2 2025 | 8/13/2025 | 137 | 838,086 | 13F-HR | PINKERTON WEALTH, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 310.6 K | 48.4% | 47.81 K | 0 | 47.81 K |
| ETFs | 331.3 K | 51.6% | 0 | 570.4 K | -570.4 K |
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Fund Snapshot
Q3 2026
Latest filed
10/29/2026
Total value ($000)
641,885
Holdings
138
QoQ value change ($000)
-522,611
(-44.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.