Pinnacle Family Advisors, LLC: XLP position timeline

Pinnacle Family Advisors, LLC held 10,178 XLP 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 10,178 shares

   Change vs previous 13F +10,178 shares

   0.35% of the 13F portfolio, value $845,466.

   13F-HR 0001172661-26-003580 filed by Pinnacle Family Advisors, LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -3,240 shares

   13F-HR 0001172661-25-004989 filed by Pinnacle Family Advisors, LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

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

3. period ended2025-06-30

   13F 3,240 shares

   Change vs previous 13F -2,620 shares

   0.13% of the 13F portfolio, value $262,343.

   13F-HR 0001172661-25-003418 filed by Pinnacle Family Advisors, LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2025-03-31

   13F 5,860 shares

   Change vs previous 13F +1,305 shares

   0.26% of the 13F portfolio, value $478,586.

   13F-HR 0001172661-25-001981 filed by Pinnacle Family Advisors, LLC
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 4,555 shares

   Change vs previous 13F not available

   0.17% of the 13F portfolio, value $358,069.

   13F-HR 0001172661-25-001089 filed by Pinnacle Family Advisors, LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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