Pinnacle Wealth Management Group, Inc.: PEP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pinnacle Wealth Management Group, Inc. on PEP, newest first. How the timeline and the estimate are built.
Pinnacle Wealth Management Group, Inc. held 6,500 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 6,500 sharesChange vs previous 13F -256 shares
0.41% of the 13F portfolio, value $880,100.
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 6,756 sharesChange vs previous 13F -508 shares
0.52% of the 13F portfolio, value $1,049,139.
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 7,264 sharesChange vs previous 13F -391 shares
0.52% of the 13F portfolio, value $1,042,529.
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 7,655 sharesChange vs previous 13F -185 shares
0.55% of the 13F portfolio, value $1,075,068.
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 7,840 sharesChange vs previous 13F -1,128 shares
0.59% of the 13F portfolio, value $1,035,194.
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 8,968 sharesChange vs previous 13F -1,172 shares
0.94% of the 13F portfolio, value $1,344,662.
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).
- period ended2024-12-3113F 10,140 sharesChange vs previous 13F -100 shares
0.96% of the 13F portfolio, value $1,541,888.
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 10,240 sharesChange vs previous 13F not available
1.1% of the 13F portfolio, value $1,741,312.
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).