Pinnacle Wealth Management Advisory Group, LLC: WFC 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 WFC, newest first. How the timeline and the estimate are built.
Pinnacle Wealth Management Advisory Group, LLC held 12,580 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 12,580 sharesChange vs previous 13F +18 shares
0.06% of the 13F portfolio, value $1,039,631.
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 12,562 sharesChange vs previous 13F +623 shares
0.07% of the 13F portfolio, value $1,000,080.
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 11,939 sharesChange vs previous 13F +208 shares
0.08% of the 13F portfolio, value $1,112,737.
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 11,731 sharesChange vs previous 13F +21 shares
0.07% of the 13F portfolio, value $983,302.
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 11,710 sharesChange vs previous 13F +406 shares
0.08% of the 13F portfolio, value $938,205.
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 11,304 sharesChange vs previous 13F -177 shares
0.08% of the 13F portfolio, value $811,514.
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 11,481 sharesChange vs previous 13F -536 shares
0.08% of the 13F portfolio, value $806,425.
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 12,017 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $678,840.
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).