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

Pinnacle Wealth Management Advisory Group, LLC held 15,066 PHM 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 15,066 shares
    Change vs previous 13F +1,404 shares

    0.12% of the 13F portfolio, value $2,067,192.

    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 13,662 shares
    Change vs previous 13F +776 shares

    0.11% of the 13F portfolio, value $1,606,815.

    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 12,886 shares
    Change vs previous 13F +692 shares

    0.1% of the 13F portfolio, value $1,511,039.

    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 12,194 shares
    Change vs previous 13F +522 shares

    0.12% of the 13F portfolio, value $1,611,224.

    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 11,672 shares
    Change vs previous 13F +1,016 shares

    0.1% of the 13F portfolio, value $1,230,953.

    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 10,656 shares
    Change vs previous 13F +1,525 shares

    0.1% of the 13F portfolio, value $1,095,437.

    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 9,131 shares
    Change vs previous 13F +1,700 shares

    0.09% of the 13F portfolio, value $994,366.

    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 7,431 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,066,571.

    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).