Pinnacle Wealth Management, LLC: PLTR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pinnacle Wealth Management, LLC on PLTR, newest first. How the timeline and the estimate are built.
Pinnacle Wealth Management, LLC held 16,632 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 16,632 sharesChange vs previous 13F -275 shares
1.2% of the 13F portfolio, value $1,940,455.
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 16,907 sharesChange vs previous 13F -7,286 shares
1.67% of the 13F portfolio, value $2,473,156.
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 24,193 sharesChange vs previous 13F -87 shares
2.9% of the 13F portfolio, value $4,300,306.
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 24,280 sharesChange vs previous 13F -14,524 shares
2.99% of the 13F portfolio, value $4,429,158.
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 38,804 sharesChange vs previous 13F +970 shares
4.42% of the 13F portfolio, value $5,289,761.
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 37,834 sharesChange vs previous 13F -29,509 shares
3.6% of the 13F portfolio, value $3,193,190.
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 67,343 sharesChange vs previous 13F +390 shares
5.67% of the 13F portfolio, value $5,093,151.
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 66,953 sharesChange vs previous 13F not available
2.98% of the 13F portfolio, value $2,490,652.
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).