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Pinnacle Wealth Management, LLC: SPHY position timeline

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

Pinnacle Wealth Management, LLC held 376,967 SPHY 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 376,967 shares
    Change vs previous 13F -4,795 shares

    5.47% of the 13F portfolio, value $8,836,107.

    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 381,762 shares
    Change vs previous 13F +21,551 shares

    6% of the 13F portfolio, value $8,902,690.

    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 360,211 shares
    Change vs previous 13F +5,018 shares

    5.74% of the 13F portfolio, value $8,526,193.

    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 355,193 shares
    Change vs previous 13F not available

    5.74% of the 13F portfolio, value $8,503,320.

    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).