Skip to content
Disclosery

Pinnacle Advisory Group, Inc.: XLU position timeline

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

Pinnacle Advisory Group, Inc. held 4,494 XLU 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 4,494 shares
    Change vs previous 13F +4,494 shares

    0.01% of the 13F portfolio, value $288,000.

    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 ended2020-09-30
    13F 0 shares
    Change vs previous 13F -293,959 shares

    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).

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

  3. period ended2020-06-30
    13F 293,959 shares
    Change vs previous 13F -32,158 shares

    1.15% of the 13F portfolio, value $16,588,000.

    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).

  4. period ended2020-03-31
    13F 326,117 shares
    Change vs previous 13F -4,246 shares

    1.74% of the 13F portfolio, value $18,070,000.

    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).

  5. period ended2019-12-31
    13F 330,363 shares
    Change vs previous 13F -3,809 shares

    1.44% of the 13F portfolio, value $21,348,000.

    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).

  6. period ended2019-09-30
    13F 334,172 shares
    Change vs previous 13F -13,929 shares

    1.51% of the 13F portfolio, value $21,634,000.

    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).

  7. period ended2019-06-30
    13F 348,101 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $20,757,000.

    13F-HR 0001504404-19-000005 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).