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Pinnacle Wealth Management, LLC: MSFT position timeline

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

Pinnacle Wealth Management, LLC held 3,226 MSFT 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 3,226 shares
    Change vs previous 13F -691 shares

    0.75% of the 13F portfolio, value $1,203,444.

    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 3,917 shares
    Change vs previous 13F -853 shares

    0.98% of the 13F portfolio, value $1,450,032.

    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 4,770 shares
    Change vs previous 13F -285 shares

    1.55% of the 13F portfolio, value $2,306,906.

    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 5,055 shares
    Change vs previous 13F -762 shares

    1.77% of the 13F portfolio, value $2,618,257.

    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 5,817 shares
    Change vs previous 13F +1,852 shares

    2.42% of the 13F portfolio, value $2,893,450.

    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 3,965 shares
    Change vs previous 13F -1,431 shares

    1.68% of the 13F portfolio, value $1,488,432.

    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 5,396 shares
    Change vs previous 13F -59 shares

    2.53% of the 13F portfolio, value $2,274,423.

    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 5,455 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $2,347,293.

    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).