Skip to content
Disclosery

Pinnacle Wealth Management Group, Inc.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pinnacle Wealth Management Group, Inc. on SCHD, newest first. How the timeline and the estimate are built.

Pinnacle Wealth Management Group, Inc. held 15,341 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,341 shares
    Change vs previous 13F +146 shares

    0.23% of the 13F portfolio, value $486,457.

    13F-HR 0001868491-26-000003 filed by Pinnacle Wealth Management Group, Inc.
    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 15,195 shares
    Change vs previous 13F +2,660 shares

    0.23% of the 13F portfolio, value $466,197.

    13F-HR 0001868491-26-000002 filed by Pinnacle Wealth Management Group, Inc.
    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 12,535 shares
    Change vs previous 13F -322 shares

    0.17% of the 13F portfolio, value $343,827.

    13F-HR 0001868491-26-000001 filed by Pinnacle Wealth Management Group, Inc.
    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 12,857 shares
    Change vs previous 13F +36 shares

    0.18% of the 13F portfolio, value $350,987.

    13F-HR 0001868491-25-000006 filed by Pinnacle Wealth Management Group, Inc.
    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 12,821 shares
    Change vs previous 13F +32 shares

    0.19% of the 13F portfolio, value $339,765.

    13F-HR 0001868491-25-000003 filed by Pinnacle Wealth Management Group, Inc.
    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 12,789 shares
    Change vs previous 13F +3,700 shares

    0.25% of the 13F portfolio, value $357,568.

    13F-HR 0001868491-25-000002 filed by Pinnacle Wealth Management Group, Inc.
    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 9,089 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $248,311.

    13F-HR 0001868491-25-000001 filed by Pinnacle Wealth Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).