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

Pinnacle Wealth Management Advisory Group, LLC held 2,422 XLP 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 2,422 shares
    Change vs previous 13F +2,422 shares

    0.01% of the 13F portfolio, value $201,196.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -3,107 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2024-12-31
    13F 3,107 shares
    Change vs previous 13F -16 shares

    0.02% of the 13F portfolio, value $244,241.

    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).

  4. period ended2024-09-30
    13F 3,123 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $259,209.

    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).