Pinnacle Wealth Management Group, Inc.: AGI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pinnacle Wealth Management Group, Inc. on AGI, newest first. How the timeline and the estimate are built.
Pinnacle Wealth Management Group, Inc. held 77,814 AGI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 77,814 sharesChange vs previous 13F -449 shares
1.1% of the 13F portfolio, value $2,360,885.
13F-HR 0001868491-26-000003 filed by Pinnacle Wealth Management Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 78,263 sharesChange vs previous 13F +2,405 shares
1.71% of the 13F portfolio, value $3,477,238.
13F-HR 0001868491-26-000002 filed by Pinnacle Wealth Management Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 75,858 sharesChange vs previous 13F +3,737 shares
1.46% of the 13F portfolio, value $2,926,613.
13F-HR 0001868491-26-000001 filed by Pinnacle Wealth Management Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 72,121 sharesChange vs previous 13F +390 shares
1.29% of the 13F portfolio, value $2,514,148.
13F-HR 0001868491-25-000006 filed by Pinnacle Wealth Management Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 71,731 sharesChange vs previous 13F +71,731 shares
1.09% of the 13F portfolio, value $1,905,183.
13F-HR 0001868491-25-000003 filed by Pinnacle Wealth Management Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -70,671 shares
13F-HR 0001868491-25-000002 filed by Pinnacle Wealth Management Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 70,671 sharesChange vs previous 13F 0 shares
0.81% of the 13F portfolio, value $1,303,178.
13F-HR 0001868491-25-000001 filed by Pinnacle Wealth Management Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 70,671 sharesChange vs previous 13F not available
0.89% of the 13F portfolio, value $1,409,185.
13F-HR 0001868491-24-000007 filed by Pinnacle Wealth Management Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).