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Pinnacle Family Advisors, LLC: SCHB position timeline

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

Pinnacle Family Advisors, LLC held 38,360 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,360 shares
    Change vs previous 13F -50 shares

    0.47% of the 13F portfolio, value $1,110,898.

    13F-HR 0001172661-26-003580 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).

  2. period ended2026-03-31
    13F 38,410 shares
    Change vs previous 13F -6,745 shares

    0.45% of the 13F portfolio, value $964,101.

    13F-HR 0001172661-26-001983 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 ended2025-12-31
    13F 45,155 shares
    Change vs previous 13F -5,374 shares

    0.52% of the 13F portfolio, value $1,184,414.

    13F-HR 0001172661-26-000958 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 ended2025-09-30
    13F 50,529 shares
    Change vs previous 13F -1,246 shares

    0.57% of the 13F portfolio, value $1,299,106.

    13F-HR 0001172661-25-004989 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).

  5. period ended2025-06-30
    13F 51,775 shares
    Change vs previous 13F -149,894 shares

    0.6% of the 13F portfolio, value $1,233,791.

    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).

  6. period ended2025-03-31
    13F 201,669 shares
    Change vs previous 13F +1,775 shares

    2.36% of the 13F portfolio, value $4,341,937.

    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).

  7. period ended2024-12-31
    13F 199,894 shares
    Change vs previous 13F +137,711 shares

    2.2% of the 13F portfolio, value $4,537,596.

    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).

  8. period ended2024-09-30
    13F 62,183 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $4,136,418.

    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).