Pinnacle Wealth Management Advisory Group, LLC: TOTL 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 TOTL, newest first. How the timeline and the estimate are built.
Pinnacle Wealth Management Advisory Group, LLC held 360,810 TOTL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 360,810 sharesChange vs previous 13F +23,147 shares
0.85% of the 13F portfolio, value $14,241,152.
13F-HR 0001631864-26-000003 filed by Pinnacle Wealth Management Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 337,663 sharesChange vs previous 13F +26,056 shares
0.92% of the 13F portfolio, value $13,415,335.
13F-HR 0001631864-26-000002 filed by Pinnacle Wealth Management Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 311,607 sharesChange vs previous 13F +19,485 shares
0.86% of the 13F portfolio, value $12,542,197.
13F-HR 0001631864-26-000001 filed by Pinnacle Wealth Management Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 292,122 sharesChange vs previous 13F +23,981 shares
0.89% of the 13F portfolio, value $11,851,378.
13F-HR 0001631864-25-000009 filed by Pinnacle Wealth Management Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 268,141 sharesChange vs previous 13F +24,116 shares
0.89% of the 13F portfolio, value $10,755,140.
13F-HR 0001631864-25-000006 filed by Pinnacle Wealth Management Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 244,025 sharesChange vs previous 13F +27,435 shares
0.92% of the 13F portfolio, value $9,831,777.
13F-HR 0001631864-25-000005 filed by Pinnacle Wealth Management Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 216,590 sharesChange vs previous 13F +17,883 shares
0.8% of the 13F portfolio, value $8,531,492.
13F-HR 0001631864-25-000001 filed by Pinnacle Wealth Management Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 198,707 sharesChange vs previous 13F not available
0.79% of the 13F portfolio, value $8,226,470.
13F-HR 0001631864-24-000006 filed by Pinnacle Wealth Management Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).