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Pinnacle Wealth Management Advisory Group, LLC: CASS position timeline

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

Pinnacle Wealth Management Advisory Group, LLC held 5,747 CASS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,747 shares
    Change vs previous 13F -3,081 shares

    0.02% of the 13F portfolio, value $294,936.

    13F-HR 0001631864-26-000003 filed by Pinnacle Wealth Management Advisory Group, 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 8,828 shares
    Change vs previous 13F -1,043 shares

    0.03% of the 13F portfolio, value $388,609.

    13F-HR 0001631864-26-000002 filed by Pinnacle Wealth Management Advisory Group, 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 9,871 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $409,844.

    13F-HR 0001631864-26-000001 filed by Pinnacle Wealth Management Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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