Skip to content
Disclosery

Pinnacle Wealth Management, LLC: JEPI position timeline

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

Pinnacle Wealth Management, LLC held 4,314 JEPI 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 4,314 shares
    Change vs previous 13F -10,809 shares

    0.15% of the 13F portfolio, value $243,655.

    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 15,123 shares
    Change vs previous 13F -149,920 shares

    0.58% of the 13F portfolio, value $857,172.

    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 165,043 shares
    Change vs previous 13F +943 shares

    6.36% of the 13F portfolio, value $9,447,089.

    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 164,100 shares
    Change vs previous 13F +53,706 shares

    6.32% of the 13F portfolio, value $9,370,110.

    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 110,394 shares
    Change vs previous 13F -49,373 shares

    5.25% of the 13F portfolio, value $6,275,899.

    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 159,767 shares
    Change vs previous 13F not available

    10.28% of the 13F portfolio, value $9,129,086.

    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).