Skip to content
Disclosery

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

Pinnacle Wealth Management Advisory Group, LLC held 11,212 SCHW 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 11,212 shares
    Change vs previous 13F +927 shares

    0.06% of the 13F portfolio, value $1,034,531.

    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 10,285 shares
    Change vs previous 13F +291 shares

    0.07% of the 13F portfolio, value $966,584.

    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 9,994 shares
    Change vs previous 13F +216 shares

    0.07% of the 13F portfolio, value $998,501.

    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 9,778 shares
    Change vs previous 13F +147 shares

    0.07% of the 13F portfolio, value $933,506.

    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 9,631 shares
    Change vs previous 13F +184 shares

    0.07% of the 13F portfolio, value $878,732.

    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 9,447 shares
    Change vs previous 13F -693 shares

    0.07% of the 13F portfolio, value $739,511.

    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 10,140 shares
    Change vs previous 13F -57 shares

    0.07% of the 13F portfolio, value $750,461.

    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 10,197 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $660,868.

    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).