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Disclosery

Pinnacle Advisory Group, Inc.: WMT position timeline

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

Pinnacle Advisory Group, Inc. held 3,620 WMT 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 3,620 shares
    Change vs previous 13F +1,665 shares

    0.02% of the 13F portfolio, value $492,000.

    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 1,955 shares
    Change vs previous 13F +68 shares

    0.02% of the 13F portfolio, value $282,000.

    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 1,887 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $264,000.

    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 1,887 shares
    Change vs previous 13F +20 shares

    0.02% of the 13F portfolio, value $226,000.

    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 1,867 shares
    Change vs previous 13F +1,867 shares

    0.02% of the 13F portfolio, value $212,000.

    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).

  6. period ended2019-12-31
    13F 0 shares
    Change vs previous 13F -1,796 shares

    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).

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

  7. period ended2019-09-30
    13F 1,796 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $213,000.

    13F-HR 0001504404-19-000006 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).