Skip to content
Disclosery

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

Pinnacle Wealth Management Advisory Group, LLC held 349,706 RDVI 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 349,706 shares
    Change vs previous 13F +3,294 shares

    0.61% of the 13F portfolio, value $10,281,364.

    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 346,412 shares
    Change vs previous 13F +4,206 shares

    0.6% of the 13F portfolio, value $8,850,828.

    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 342,206 shares
    Change vs previous 13F +19,914 shares

    0.62% of the 13F portfolio, value $8,979,480.

    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 322,292 shares
    Change vs previous 13F +4,060 shares

    0.63% of the 13F portfolio, value $8,331,245.

    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 318,232 shares
    Change vs previous 13F +24,020 shares

    0.65% of the 13F portfolio, value $7,863,510.

    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 294,212 shares
    Change vs previous 13F +54,117 shares

    0.65% of the 13F portfolio, value $6,978,708.

    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 240,095 shares
    Change vs previous 13F +34,589 shares

    0.54% of the 13F portfolio, value $5,819,908.

    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 205,506 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $5,063,680.

    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).