Skip to content
Disclosery

Pinnacle Wealth Management, LLC: AXP position timeline

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

Pinnacle Wealth Management, LLC held 0 AXP shares at 2026-03-31 per its 13F-HR filed 2026-04-21.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -7,966 shares

    13F-HR 0001911464-26-000002 filed by Pinnacle Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 7,966 shares
    Change vs previous 13F +110 shares

    1.98% of the 13F portfolio, value $2,947,022.

    13F-HR 0001911464-26-000001 filed by Pinnacle Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 7,856 shares
    Change vs previous 13F -1,034 shares

    1.76% of the 13F portfolio, value $2,609,449.

    13F-HR 0001911464-25-000004 filed by Pinnacle Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 8,890 shares
    Change vs previous 13F +7,635 shares

    2.37% of the 13F portfolio, value $2,835,732.

    13F-HR 0001085146-25-004265 filed by Pinnacle Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 1,255 shares
    Change vs previous 13F -7,209 shares

    0.38% of the 13F portfolio, value $337,658.

    13F-HR 0001085146-25-003055 filed by Pinnacle Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 8,464 shares
    Change vs previous 13F -82 shares

    2.8% of the 13F portfolio, value $2,512,031.

    13F-HR 0001085146-25-001738 filed by Pinnacle Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 8,546 shares
    Change vs previous 13F not available

    2.77% of the 13F portfolio, value $2,317,675.

    13F-HR 0001085146-24-005566 filed by Pinnacle Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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