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

Pinnacle Wealth Management Advisory Group, LLC held 4,618 XLI 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 4,618 shares
    Change vs previous 13F -127 shares

    0.05% of the 13F portfolio, value $855,467.

    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 4,745 shares
    Change vs previous 13F -11 shares

    0.05% of the 13F portfolio, value $767,474.

    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 4,756 shares
    Change vs previous 13F +1,075 shares

    0.05% of the 13F portfolio, value $737,793.

    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 3,681 shares
    Change vs previous 13F +11 shares

    0.04% of the 13F portfolio, value $567,739.

    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 3,670 shares
    Change vs previous 13F -750 shares

    0.04% of the 13F portfolio, value $541,387.

    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 4,420 shares
    Change vs previous 13F +750 shares

    0.05% of the 13F portfolio, value $579,301.

    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 3,670 shares
    Change vs previous 13F -42 shares

    0.05% of the 13F portfolio, value $483,512.

    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 3,712 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $502,809.

    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).