Skip to content
Disclosery

Pinnacle Wealth Management Group, Inc.: UITB position timeline

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

Pinnacle Wealth Management Group, Inc. held 155,645 UITB 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 155,645 shares
    Change vs previous 13F +910 shares

    3.4% of the 13F portfolio, value $7,290,085.

    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 154,735 shares
    Change vs previous 13F -36,492 shares

    3.57% of the 13F portfolio, value $7,275,171.

    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 191,227 shares
    Change vs previous 13F +8,886 shares

    4.52% of the 13F portfolio, value $9,055,496.

    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 182,341 shares
    Change vs previous 13F +6,378 shares

    4.44% of the 13F portfolio, value $8,664,840.

    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 175,963 shares
    Change vs previous 13F +7,108 shares

    4.75% of the 13F portfolio, value $8,282,586.

    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 168,855 shares
    Change vs previous 13F +7,574 shares

    5.53% of the 13F portfolio, value $7,926,054.

    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 161,281 shares
    Change vs previous 13F +12,917 shares

    4.62% of the 13F portfolio, value $7,412,475.

    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 148,364 shares
    Change vs previous 13F not available

    4.49% of the 13F portfolio, value $7,111,087.

    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).