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Disclosery

Pinnacle Summer Investments, Inc.: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pinnacle Summer Investments, Inc. on XLU, newest first. How the timeline and the estimate are built.

Pinnacle Summer Investments, Inc. held 0 XLU shares at 2015-12-31 per its 13F-HR filed 2016-02-16.

the latest 13F is the newest step

  1. period ended2015-12-31
    13F 0 shares
    Change vs previous 13F -280 shares

    13F-HR 0001085146-16-003202 filed by Pinnacle Summer Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2015-09-30
    13F/A 280 shares
    Change vs previous 13F -885 shares

    <0.01% of the 13F portfolio, value $12,000.

    13F-HR/A 0001085146-15-002453 filed by Pinnacle Summer Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2015-06-30
    13F 1,165 shares
    Change vs previous 13F -153,593 shares

    0.01% of the 13F portfolio, value $48,000.

    13F-HR 0001085146-15-001526 filed by Pinnacle Summer Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2015-03-31
    13F 154,758 shares
    Change vs previous 13F -1,906 shares

    0.97% of the 13F portfolio, value $6,876,000.

    13F-HR 0001085146-15-001338 filed by Pinnacle Summer Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2014-12-31
    13F 156,664 shares
    Change vs previous 13F +65,416 shares

    0.93% of the 13F portfolio, value $7,569,000.

    13F-HR 0001085146-15-000788 filed by Pinnacle Summer Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2014-09-30
    13F 91,248 shares
    Change vs previous 13F +35,291 shares

    0.43% of the 13F portfolio, value $3,842,000.

    13F-HR 0001085146-14-002250 filed by Pinnacle Summer Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2014-06-30
    13F 55,957 shares
    Change vs previous 13F +55,707 shares

    0.28% of the 13F portfolio, value $2,374,000.

    13F-HR 0001085146-14-001562 filed by Pinnacle Summer Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2014-03-31
    13F 250 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,000.

    13F-HR 0001085146-14-001237 filed by Pinnacle Summer Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).