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Pinnacle Family Advisors, LLC: IYZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pinnacle Family Advisors, LLC on IYZ, newest first. How the timeline and the estimate are built.

Pinnacle Family Advisors, LLC held 0 IYZ shares at 2025-06-30 per its 13F-HR filed 2025-08-14.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -110,993 shares

    13F-HR 0001172661-25-003418 filed by Pinnacle Family Advisors, LLC
    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 ended2025-03-31
    13F 110,993 shares
    Change vs previous 13F -3,108 shares

    1.65% of the 13F portfolio, value $3,040,098.

    13F-HR 0001172661-25-001981 filed by Pinnacle Family Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 114,101 shares
    Change vs previous 13F -23,708 shares

    1.48% of the 13F portfolio, value $3,061,330.

    13F-HR 0001172661-25-001089 filed by Pinnacle Family Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 137,809 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $3,481,055.

    13F-HR 0001172661-24-004819 filed by Pinnacle Family Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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