Pinnacle Wealth Management, LLC: META position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pinnacle Wealth Management, LLC on META, newest first. How the timeline and the estimate are built.
Pinnacle Wealth Management, LLC held 3,147 META shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 3,147 sharesChange vs previous 13F -70 shares
1.1% of the 13F portfolio, value $1,772,718.
13F-HR 0001911464-26-000003 filed by Pinnacle Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,217 sharesChange vs previous 13F -1,033 shares
1.24% of the 13F portfolio, value $1,840,574.
13F-HR 0001911464-26-000002 filed by Pinnacle Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,250 sharesChange vs previous 13F +340 shares
1.89% of the 13F portfolio, value $2,805,395.
13F-HR 0001911464-26-000001 filed by Pinnacle Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,910 sharesChange vs previous 13F -680 shares
1.94% of the 13F portfolio, value $2,871,426.
13F-HR 0001911464-25-000004 filed by Pinnacle Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,590 sharesChange vs previous 13F +20 shares
2.83% of the 13F portfolio, value $3,387,833.
13F-HR 0001085146-25-004265 filed by Pinnacle Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,570 sharesChange vs previous 13F -945 shares
2.97% of the 13F portfolio, value $2,633,965.
13F-HR 0001085146-25-003055 filed by Pinnacle Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,515 sharesChange vs previous 13F -42 shares
3.59% of the 13F portfolio, value $3,229,088.
13F-HR 0001085146-25-001738 filed by Pinnacle Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,557 sharesChange vs previous 13F not available
3.8% of the 13F portfolio, value $3,181,049.
13F-HR 0001085146-24-005566 filed by Pinnacle Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).