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

Pinnacle Wealth Management Advisory Group, LLC held 35,737 PEP 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 35,737 shares
    Change vs previous 13F -433 shares

    0.29% of the 13F portfolio, value $4,838,734.

    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 36,170 shares
    Change vs previous 13F -1,216 shares

    0.38% of the 13F portfolio, value $5,616,831.

    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 37,386 shares
    Change vs previous 13F +13,214 shares

    0.37% of the 13F portfolio, value $5,365,631.

    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 24,172 shares
    Change vs previous 13F -49 shares

    0.25% of the 13F portfolio, value $3,394,708.

    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 24,221 shares
    Change vs previous 13F -129 shares

    0.27% of the 13F portfolio, value $3,198,156.

    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 24,350 shares
    Change vs previous 13F -700 shares

    0.34% of the 13F portfolio, value $3,651,056.

    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 25,050 shares
    Change vs previous 13F -2,448 shares

    0.36% of the 13F portfolio, value $3,809,095.

    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 27,498 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $4,676,026.

    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).