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Pinnacle Wealth Management Group, Inc.: SPLV position timeline

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

Pinnacle Wealth Management Group, Inc. held 71,724 SPLV 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 71,724 shares
    Change vs previous 13F +736 shares

    2.51% of the 13F portfolio, value $5,372,111.

    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 70,988 shares
    Change vs previous 13F +3,441 shares

    2.55% of the 13F portfolio, value $5,192,052.

    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 67,547 shares
    Change vs previous 13F +2,521 shares

    2.41% of the 13F portfolio, value $4,824,236.

    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 65,026 shares
    Change vs previous 13F +6,100 shares

    2.45% of the 13F portfolio, value $4,778,112.

    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 58,926 shares
    Change vs previous 13F +2,100 shares

    2.46% of the 13F portfolio, value $4,291,004.

    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 56,826 shares
    Change vs previous 13F -5,504 shares

    2.96% of the 13F portfolio, value $4,246,044.

    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 62,330 shares
    Change vs previous 13F +5,766 shares

    2.72% of the 13F portfolio, value $4,363,101.

    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).

  8. period ended2024-09-30
    13F 56,564 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $4,057,352.

    13F-HR 0001868491-24-000007 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).