Skip to content
Disclosery

Pinnacle Wealth Management Group, Inc.: XLV position timeline

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

Pinnacle Wealth Management Group, Inc. held 19,464 XLV 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 19,464 shares
    Change vs previous 13F +311 shares

    1.44% of the 13F portfolio, value $3,088,144.

    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 19,153 shares
    Change vs previous 13F +932 shares

    1.38% of the 13F portfolio, value $2,807,955.

    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 18,221 shares
    Change vs previous 13F +403 shares

    1.41% of the 13F portfolio, value $2,820,658.

    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 17,818 shares
    Change vs previous 13F +1,665 shares

    1.27% of the 13F portfolio, value $2,479,752.

    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 16,153 shares
    Change vs previous 13F +510 shares

    1.25% of the 13F portfolio, value $2,177,273.

    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 15,643 shares
    Change vs previous 13F +319 shares

    1.59% of the 13F portfolio, value $2,284,034.

    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 15,324 shares
    Change vs previous 13F +1,227 shares

    1.31% of the 13F portfolio, value $2,108,123.

    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 14,097 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $2,171,220.

    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).