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Pinnacle Wealth Management, LLC: FNDE position timeline

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

Pinnacle Wealth Management, LLC held 184,032 FNDE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 184,032 shares
    Change vs previous 13F +5,957 shares

    4.52% of the 13F portfolio, value $7,302,377.

    13F-HR 0001911464-26-000003 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).

  2. period ended2026-03-31
    13F 178,075 shares
    Change vs previous 13F +170,768 shares

    4.59% of the 13F portfolio, value $6,813,150.

    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).

  3. period ended2025-12-31
    13F 7,307 shares
    Change vs previous 13F +222 shares

    0.18% of the 13F portfolio, value $263,490.

    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).

  4. period ended2025-09-30
    13F 7,085 shares
    Change vs previous 13F -70 shares

    0.17% of the 13F portfolio, value $256,194.

    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).

  5. period ended2025-06-30
    13F 7,155 shares
    Change vs previous 13F -796 shares

    0.2% of the 13F portfolio, value $236,187.

    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).

  6. period ended2025-03-31
    13F 7,951 shares
    Change vs previous 13F +60 shares

    0.28% of the 13F portfolio, value $244,891.

    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).

  7. period ended2024-12-31
    13F 7,891 shares
    Change vs previous 13F +280 shares

    0.26% of the 13F portfolio, value $229,234.

    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).

  8. period ended2024-09-30
    13F 7,611 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $245,607.

    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).