Pinnacle Wealth Management, LLC: CGDV position timeline

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

Pinnacle Wealth Management, LLC held 261,236 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

period ended2026-06-30
13F 261,236 shares
Change vs previous 13F -39,567 shares
7.97% of the 13F portfolio, value $12,873,693.
13F-HR 0001911464-26-000003 filed by Pinnacle Wealth Management, LLC
Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 300,803 shares
Change vs previous 13F not available
8.62% of the 13F portfolio, value $12,796,160.
13F-HR 0001911464-26-000002 filed by Pinnacle Wealth Management, LLC
Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).