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

Pinnacle Wealth Management Advisory Group, LLC held 57,745 IWM 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 57,745 shares
    Change vs previous 13F -1,356 shares

    1.03% of the 13F portfolio, value $17,349,494.

    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 59,101 shares
    Change vs previous 13F -2,254 shares

    1% of the 13F portfolio, value $14,657,065.

    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 61,355 shares
    Change vs previous 13F -388 shares

    1.04% of the 13F portfolio, value $15,103,164.

    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 61,743 shares
    Change vs previous 13F -2 shares

    1.12% of the 13F portfolio, value $14,939,353.

    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 61,745 shares
    Change vs previous 13F +4,028 shares

    1.11% of the 13F portfolio, value $13,323,969.

    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 57,717 shares
    Change vs previous 13F +1,403 shares

    1.07% of the 13F portfolio, value $11,514,051.

    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).

  7. period ended2024-12-31
    13F 56,314 shares
    Change vs previous 13F +339 shares

    1.16% of the 13F portfolio, value $12,443,237.

    13F-HR 0001631864-25-000001 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).

  8. period ended2024-09-30
    13F 55,975 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $12,364,413.

    13F-HR 0001631864-24-000006 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).