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Pinnacle Holdings, LLC: AXP position timeline

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

Pinnacle Holdings, LLC held 9,599 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,599 shares
    Change vs previous 13F -453 shares

    1% of the 13F portfolio, value $3,246,862.

    13F-HR 0001411784-26-000006 filed by Pinnacle Holdings, 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 10,052 shares
    Change vs previous 13F +1,300 shares

    0.98% of the 13F portfolio, value $3,040,529.

    13F-HR 0001411784-26-000004 filed by Pinnacle Holdings, 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 8,752 shares
    Change vs previous 13F -93 shares

    1.09% of the 13F portfolio, value $3,237,802.

    13F-HR 0001411784-26-000002 filed by Pinnacle Holdings, 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 8,845 shares
    Change vs previous 13F -48 shares

    1.02% of the 13F portfolio, value $2,937,955.

    13F-HR 0001411784-25-000009 filed by Pinnacle Holdings, 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 8,893 shares
    Change vs previous 13F +758 shares

    1.02% of the 13F portfolio, value $2,836,689.

    13F-HR 0001411784-25-000006 filed by Pinnacle Holdings, 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 8,135 shares
    Change vs previous 13F -381 shares

    0.83% of the 13F portfolio, value $2,188,722.

    13F-HR 0001411784-25-000004 filed by Pinnacle Holdings, 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 8,516 shares
    Change vs previous 13F -532 shares

    0.95% of the 13F portfolio, value $2,527,464.

    13F-HR 0001411784-25-000002 filed by Pinnacle Holdings, 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 9,048 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $2,453,818.

    13F-HR 0001411784-24-000009 filed by Pinnacle Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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