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Pinnacle Wealth Management Advisory Group, LLC: HELO 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 HELO, newest first. How the timeline and the estimate are built.

Pinnacle Wealth Management Advisory Group, LLC held 293,065 HELO 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 293,065 shares
    Change vs previous 13F +107,635 shares

    1.18% of the 13F portfolio, value $19,805,317.

    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 185,430 shares
    Change vs previous 13F +95,513 shares

    0.81% of the 13F portfolio, value $11,850,831.

    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 89,917 shares
    Change vs previous 13F +31,144 shares

    0.41% of the 13F portfolio, value $5,973,195.

    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).

  4. period ended2025-09-30
    13F 58,773 shares
    Change vs previous 13F +19,385 shares

    0.29% of the 13F portfolio, value $3,820,245.

    13F-HR 0001631864-25-000009 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).

  5. period ended2025-06-30
    13F 39,388 shares
    Change vs previous 13F +33,598 shares

    0.2% of the 13F portfolio, value $2,464,901.

    13F-HR 0001631864-25-000006 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).

  6. period ended2025-03-31
    13F 5,790 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $345,547.

    13F-HR 0001631864-25-000005 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).