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Pinnacle Family Advisors, LLC: SPY position timeline

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

Pinnacle Family Advisors, LLC held 21,601 SPY 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 21,601 shares
    Change vs previous 13F -1,855 shares

    6.77% of the 13F portfolio, value $16,130,632.

    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 23,456 shares
    Change vs previous 13F +1,507 shares

    7.17% of the 13F portfolio, value $15,254,053.

    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 21,949 shares
    Change vs previous 13F -8,016 shares

    6.59% of the 13F portfolio, value $14,967,431.

    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 29,965 shares
    Change vs previous 13F +2,298 shares

    8.71% of the 13F portfolio, value $19,961,947.

    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 27,667 shares
    Change vs previous 13F +1,524 shares

    8.31% of the 13F portfolio, value $17,093,189.

    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 26,143 shares
    Change vs previous 13F -6,977 shares

    7.95% of the 13F portfolio, value $14,624,356.

    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 33,120 shares
    Change vs previous 13F +20,266 shares

    9.4% of the 13F portfolio, value $19,410,756.

    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 12,854 shares
    Change vs previous 13F not available

    3.82% of the 13F portfolio, value $7,374,939.

    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).