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Disclosery

Pinnacle Advisory Group, Inc.: SOXX position timeline

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

Pinnacle Advisory Group, Inc. held 99,659 SOXX shares at 2021-03-31 per its 13F-HR filed 2021-05-12.

the latest 13F is the newest step

  1. period ended2021-03-31
    13F 99,659 shares
    Change vs previous 13F +23,098 shares

    1.94% of the 13F portfolio, value $42,254,000.

    13F-HR 0001504404-21-000003 filed by Pinnacle Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-12-31
    13F 76,561 shares
    Change vs previous 13F -1,309 shares

    1.76% of the 13F portfolio, value $29,030,000.

    13F-HR 0001504404-21-000001 filed by Pinnacle Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-09-30
    13F 77,870 shares
    Change vs previous 13F +213 shares

    1.58% of the 13F portfolio, value $23,720,000.

    13F-HR 0001504404-20-000005 filed by Pinnacle Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-06-30
    13F 77,657 shares
    Change vs previous 13F +77,657 shares

    1.46% of the 13F portfolio, value $21,035,000.

    13F-HR 0001504404-20-000004 filed by Pinnacle Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-03-31
    13F 0 shares
    Change vs previous 13F -810 shares

    13F-HR 0001504404-20-000003 filed by Pinnacle Advisory Group, 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.

  6. period ended2019-12-31
    13F 810 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $203,000.

    13F-HR 0001504404-20-000001 filed by Pinnacle Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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