$188 Million is the total value of Pinnacle Family Advisors, LLC's 114 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 47.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $18,463,000 | -9.2% | 105,737 | -7.6% | 9.84% | +6.9% |
| IVV | Sell | ISHARES SP 500core s&p500 etf | $16,560,000 | -28.5% | 36,500 | -24.8% | 8.82% | -15.9% |
| AMZN | Sell | AMAZON.COM INC | $13,193,000 | -6.0% | 4,047 | -3.9% | 7.03% | +10.6% |
| IVE | New | ISHARES SP 500 VALUE ETFs&p 500 val etf | $13,017,000 | – | 83,592 | +100.0% | 6.93% | – |
| TSLA | Sell | TESLA INC COM | $10,545,000 | -23.1% | 9,786 | -24.6% | 5.62% | -9.5% |
| IJJ | Buy | ISHARES TR SP MIDCAP 400 VALUE ETFs&p mc 400vl etf | $7,205,000 | +424.0% | 65,717 | +429.0% | 3.84% | +517.0% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGE ET UT SER 1ut ser 1 | $6,991,000 | -38.4% | 20,158 | -35.4% | 3.72% | -27.5% |
| FLOT | New | ISHARES TR FLTG RATE NT ETFfltg rate nt etf | $6,279,000 | – | 124,281 | +100.0% | 3.34% | – |
| IJS | New | iShares SP SmallCap 600 Value ETFsp smcp600vl etf | $6,036,000 | – | 58,950 | +100.0% | 3.22% | – |
| IYR | Sell | ISHARES U S REAL ESTATE ETFu.s. real es etf | $5,962,000 | -20.6% | 55,089 | -14.8% | 3.18% | -6.6% |
| SPY | Sell | SPDR SP500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPTtr unit | $5,111,000 | -55.1% | 11,316 | -52.7% | 2.72% | -47.1% |
| FIXD | Buy | FIRST TR EXCHANGE TRADED FD VI TCW OPPORTUNIS ETFtcw opportunis | $4,681,000 | +0.0% | 94,412 | +7.4% | 2.49% | +17.7% |
| IJH | Buy | ISHARES SP MIDCAP 400 INDEX FUNDcore s&p mcp etf | $3,845,000 | +330.6% | 14,328 | +354.1% | 2.05% | +406.9% |
| SPLG | Buy | SPDR SERIES TRUST PORTFOLIO SP 500 ETFportfolio s&p500 | $3,497,000 | +2.6% | 65,810 | +7.8% | 1.86% | +20.8% |
| IYM | New | iShares U.S. Basic Materials ETFu.s. bas mtl etf | $3,192,000 | – | 21,345 | +100.0% | 1.70% | – |
| ITOT | Sell | ISHARES CORE SP TOTAL US STOCK MARKET ETFcore s&p ttl stk | $2,367,000 | -6.0% | 23,453 | -0.4% | 1.26% | +10.6% |
| DVN | Sell | DEVON ENERGY CORP NEW | $2,061,000 | -21.4% | 34,858 | -41.4% | 1.10% | -7.5% |
| ORLY | Sell | OREILLY AUTOMOTIVE INC COM | $1,988,000 | -15.9% | 2,902 | -13.3% | 1.06% | -1.0% |
| USB | Buy | US BANCORP | $1,838,000 | -5.3% | 34,575 | +0.1% | 0.98% | +11.4% |
| ONEQ | Sell | FIDELITY NASDAQ COMPOSITE INDEX ETF | $1,568,000 | -46.6% | 28,221 | -41.4% | 0.84% | -37.2% |
| FAAR | Buy | FIRST TRUST EXCHANGETRADED FU ALT ABSLT STRG ETFalt abslt strg | $1,508,000 | +26.8% | 44,539 | +7.7% | 0.80% | +49.3% |
| SPAB | Buy | SPDR SERIES TRUST PORTFOLIO AGRGTE ETFportfolio agrgte | $1,260,000 | -1.4% | 45,328 | +5.0% | 0.67% | +15.9% |
| IRM | Buy | IRON MOUNTAIN INC COM USD0.01 | $1,236,000 | +10.0% | 22,313 | +3.8% | 0.66% | +29.3% |
| VTI | Sell | VANGUARD IDX FUNDtotal stk mkt | $1,201,000 | -8.2% | 5,276 | -2.6% | 0.64% | +8.1% |
| ESGU | Buy | ISHARES TRUST ESG AWARE MSCI USA ETFesg awr msci usa | $1,198,000 | -2.4% | 11,822 | +3.9% | 0.64% | +14.7% |
| FTGC | New | FIRST TR EXCHANGETRADED FD VII FIRST GLOBAL TACTICAL COMMODITY STRATEGY FDfst tr glb fd | $1,169,000 | – | 41,136 | +100.0% | 0.62% | – |
| HYG | Sell | ISHARES TR IBOXX HI YD ETFiboxx hi yd etf | $1,161,000 | -33.2% | 14,109 | -29.4% | 0.62% | -21.5% |
| CVX | Buy | CHEVRON CORP NEW COM | $1,148,000 | +264.4% | 7,050 | +162.3% | 0.61% | +328.0% |
| XOM | Buy | EXXON MOBIL CORP | $1,084,000 | +143.0% | 13,129 | +80.2% | 0.58% | +185.6% |
| FTA | Buy | FIRST TR LG CAPITAL VAL ALPHADEX FD COM SHS | $1,018,000 | +6.8% | 14,440 | +5.9% | 0.54% | +25.8% |
| SPDW | Sell | SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETFportfolio devlpd | $984,000 | -7.9% | 28,719 | -1.9% | 0.52% | +8.5% |
| GOOG | Sell | ALPHABET INC CAP STK CL Ccap stk cl c | $944,000 | -11.6% | 338 | -8.4% | 0.50% | +4.1% |
| MSFT | Sell | MICROSOFT CORP | $891,000 | -46.4% | 2,889 | -41.5% | 0.48% | -36.8% |
| VGK | Buy | VANGUARD FTSE EUROPE ETFftse europe etf | $844,000 | +100.0% | 13,551 | +119.1% | 0.45% | +135.6% |
| SCHB | Buy | SCHWAB US BROAD MARKET ETFus brd mkt etf | $842,000 | -18.5% | 15,763 | +72.5% | 0.45% | -4.1% |
| GOVT | Buy | ISHARES TRUST US TREAS BD ETFus treas bd etf | $841,000 | +2.3% | 33,749 | +9.5% | 0.45% | +20.4% |
| SCHZ | New | SCHWAB STRATEGIC TR US AGGREGATE B ETFus aggregate b | $840,000 | – | 16,606 | +100.0% | 0.45% | – |
| O | New | REALTY INCOME CORP COM | $824,000 | – | 11,890 | +100.0% | 0.44% | – |
| CUBE | New | CUBESMART | $822,000 | – | 15,806 | +100.0% | 0.44% | – |
| NVDA | Sell | NVIDIA CORP | $821,000 | -77.7% | 3,010 | -75.9% | 0.44% | -73.7% |
| TIP | Buy | ISHARES TIPS BOND ETFtips bd etf | $801,000 | +100.2% | 6,426 | +107.5% | 0.43% | +135.9% |
| FTCS | Buy | FIRST TR EXCHANGETRADED FD CAP STRENGTH ETFcap strength etf | $797,000 | +1.5% | 10,186 | +9.7% | 0.42% | +19.7% |
| DVY | Sell | ISHARES SELECT DIVIDEND ETFselect divid etf | $748,000 | -8.1% | 5,838 | -12.0% | 0.40% | +8.2% |
| IJR | Buy | ISHARES CORE SP SMALLCAP Ecore s&p scp etf | $747,000 | +7.9% | 6,920 | +14.6% | 0.40% | +27.2% |
| LMBS | Buy | FIRST TR EXCHANGE TRADED FD IV FST LOW OPPT EFT ETFfst low oppt eft | $720,000 | -1.6% | 14,706 | +0.5% | 0.38% | +16.0% |
| SPYG | Sell | SPDR SERIES TRUST PRTFLO SP500 GW ETFprtflo s&p500 gw | $707,000 | -17.0% | 10,680 | -9.2% | 0.38% | -2.3% |
| SCHX | Buy | SCHWAB STRATEGIC TR US LRG CAP ETFus lrg cap etf | $706,000 | -7.1% | 13,113 | +96.4% | 0.38% | +9.3% |
| FXR | Buy | FIRST TRUST EXCH TRADED FUND 2 INDLS PROD DUR ETFindls prod dur | $701,000 | +41.0% | 12,398 | +55.6% | 0.37% | +65.8% |
| MRO | Sell | Marathon Oil Corporation | $673,000 | -74.4% | 26,810 | -83.3% | 0.36% | -70.0% |
| COP | New | CONOCOPHILLIPS COM | $670,000 | – | 6,704 | +100.0% | 0.36% | – |
| TSN | Buy | TYSON FOODS INCcl a | $669,000 | +3.1% | 7,460 | +0.2% | 0.36% | +21.1% |
| ON | New | ON Semiconductor Corporation | $667,000 | – | 10,660 | +100.0% | 0.36% | – |
| FANG | Sell | Diamondback Energy Inc. | $658,000 | -74.5% | 4,800 | -79.9% | 0.35% | -70.0% |
| AA | New | Alcoa Corporation | $658,000 | – | 7,310 | +100.0% | 0.35% | – |
| EOG | New | EOG Resources Inc. | $650,000 | – | 5,450 | +100.0% | 0.35% | – |
| USMV | Sell | ISHARES TR MSCI USA MIN VOLmsci usa min vol | $647,000 | -8.2% | 8,347 | -4.1% | 0.34% | +8.2% |
| FEP | Buy | FIRST TRUST EXCHANGETRADED AL EUROPE ALPHADEX ETFeurope alphadex | $624,000 | +4.7% | 16,142 | +16.8% | 0.33% | +23.0% |
| RDVY | Buy | FIRST TR EXCHANGETRADED FD VI RISNG DIVD ACHIVrisng divd achiv | $607,000 | +3.1% | 12,385 | +8.9% | 0.32% | +21.0% |
| EFV | New | ISHARES TRUST EAFE VALUE ETFeafe value etf | $579,000 | – | 11,521 | +100.0% | 0.31% | – |
| QQQ | Sell | INVESCO QQQ TR UNIT SER 1unit ser 1 | $565,000 | -95.9% | 1,559 | -95.5% | 0.30% | -95.2% |
| PICK | New | ISHARES INC MSCI GBL ETF NEWmsci gbl etf new | $561,000 | – | 10,954 | +100.0% | 0.30% | – |
| FDN | Buy | FIRST TRUST EXCHANGETRADED FU DJ INTERNT IDX ETFdj internt idx | $546,000 | -4.4% | 2,906 | +15.0% | 0.29% | +12.8% |
| FTSM | Sell | FIRST TR EXCHANGE TRADED FD IV FIRST TR ENHANCED SHORT SHORT MATURITY ETFfirst tr enh new | $545,000 | -34.7% | 9,157 | -34.4% | 0.29% | -23.3% |
| ABBV | New | ABBVIE INC COM USD0.01 | $526,000 | – | 3,246 | +100.0% | 0.28% | – |
| FTC | Buy | FIRST TRUST EXCHANGETRADED AL COM SHS ETF | $524,000 | -6.9% | 4,907 | +4.9% | 0.28% | +9.4% |
| FTSL | Buy | FIRST TR EXCHANGE TRADED FD IV SENIOR LN FD ETFsenior ln fd | $511,000 | +11.3% | 10,858 | +13.5% | 0.27% | +30.8% |
| SPEM | Buy | SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETFportfolio emg mk | $501,000 | +1.2% | 12,958 | +8.5% | 0.27% | +19.2% |
| FDT | Buy | FIRST TRUST EXCHANGETRADED AL DEV MRK EX US ETFdev mrk ex us | $495,000 | +66.7% | 8,561 | +75.0% | 0.26% | +97.0% |
| IUSB | Buy | ISHARES TRUST CORE TOTAL USD ETFcore total usd | $491,000 | +7.7% | 9,894 | +14.8% | 0.26% | +27.2% |
| MDYV | New | SPDR SP 400 MID CAP VALUE ETFs&p 400 mdcp val | $480,000 | – | 6,824 | +100.0% | 0.26% | – |
| FMF | Buy | FIRST TR EXCHANGETRADED FD V MNGD FUTRS STRGY ETFmngd futrs strgy | $479,000 | +22.5% | 9,817 | +13.9% | 0.26% | +44.1% |
| MPC | New | MARATHON PETROLEUM CORP COM USD0.01 | $463,000 | – | 5,420 | +100.0% | 0.25% | – |
| QTEC | Sell | FIRST TRUST PORTFOLIOS SHS ETF | $445,000 | -40.0% | 2,917 | -31.2% | 0.24% | -29.5% |
| EFG | Sell | ISHARES TRUST EAFE GRWTH ETFeafe grwth etf | $416,000 | -21.1% | 4,323 | -9.4% | 0.22% | -7.1% |
| IVW | Sell | ISHARES SP 500 GROWTH ETF IVs&p 500 grwt etf | $396,000 | -96.8% | 5,186 | -96.5% | 0.21% | -96.2% |
| EXC | New | Exelon Corporation | $392,000 | – | 8,240 | +100.0% | 0.21% | – |
| PXD | New | PIONEER NATURAL RESOURCES CO COM USD0.01 | $383,000 | – | 1,530 | +100.0% | 0.20% | – |
| QCOM | New | QUALCOMM INC | $379,000 | – | 2,480 | +100.0% | 0.20% | – |
| FEX | FIRST TR LARGE CAP CORE ALPHADEX FD COM SHS | $377,000 | -4.3% | 4,269 | 0.0% | 0.20% | +12.9% | |
| HAL | New | Halliburton Company | $377,000 | – | 9,955 | +100.0% | 0.20% | – |
| FSK | Sell | FS KKR CAPITAL CORP COM | $376,000 | +4.7% | 16,497 | -3.7% | 0.20% | +22.7% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $368,000 | +0.5% | 1,714 | +0.4% | 0.20% | +18.1% |
| FTXO | Buy | FIRST TR EXCHANGE TRADED FD VI NASDAQ BK ETFnasdaq bk etf | $363,000 | +52.5% | 11,437 | +57.7% | 0.19% | +78.7% |
| PLW | New | INVSC 1 30 LADDERED TRSURY ETF1 30 lader tre | $360,000 | – | 10,652 | +100.0% | 0.19% | – |
| SLB | New | Schlumberger N.V. | $359,000 | – | 8,680 | +100.0% | 0.19% | – |
| CERN | New | Cerner Corporation | $357,000 | – | 3,820 | +100.0% | 0.19% | – |
| SCHM | Sell | SCHWAB STRATEGIC TR US MIDCAP ETFus mid-cap etf | $355,000 | -89.0% | 4,682 | -88.3% | 0.19% | -87.0% |
| CVS | New | CVS Health Corporation | $355,000 | – | 3,509 | +100.0% | 0.19% | – |
| IYW | Sell | ISHARES TRUST U.S. TECH ETFu.s. tech etf | $345,000 | -28.1% | 3,349 | -19.8% | 0.18% | -15.2% |
| FVD | Sell | FIRST TR VALUE LINE DIVID INDE SHS | $339,000 | -2.6% | 8,025 | -0.7% | 0.18% | +14.6% |
| DFAI | Buy | DIMENSIONAL ETF TR INTERNATIONAL CORE EQUITY Mintl core eqt mk | $340,000 | 0.0% | 12,073 | +4.9% | 0.18% | +17.5% |
| SCHW | New | Charles Schwab Corporation The | $339,000 | – | 4,020 | +100.0% | 0.18% | – |
| OXY | New | OCCIDENTAL PETE CORP COM | $334,000 | – | 5,890 | +100.0% | 0.18% | – |
| WMT | Buy | WALMART INC COM | $332,000 | +6.8% | 2,229 | +3.8% | 0.18% | +25.5% |
| FLRN | New | SPDR SPDR BLMBERG INVST GRADEbloomberg invt | $316,000 | – | 10,378 | +100.0% | 0.17% | – |
| FXN | Buy | FIRST TRUST EXCH TRADED FUND 2 ENERGY ALPHADX ETFenergy alphadx | $292,000 | +35.2% | 18,356 | +1.2% | 0.16% | +59.2% |
| FXD | Sell | FIRST TRUST EXCH TRADED FUND 2 CONSUMR DISCRE ETFconsumr discre | $276,000 | -66.2% | 5,065 | -61.5% | 0.15% | -60.2% |
| FALN | Sell | ISHARES TRUST FALN ANGLS USD ETFfaln angls usd | $270,000 | -35.3% | 9,741 | -30.1% | 0.14% | -23.8% |
| QQEW | Sell | FIRST TRUST PORTFOLIOS SHS ETF | $261,000 | -78.6% | 2,437 | -76.3% | 0.14% | -74.8% |
| SPMD | Buy | SPDR SERIES TRUST PORTFOLIO SP 400 MID CAP ETFportfolio s&p400 | $253,000 | -2.3% | 5,371 | +3.3% | 0.14% | +15.4% |
| VUG | Buy | VANGUARD GROWTH ETFgrowth etf | $252,000 | +16.1% | 876 | +29.6% | 0.13% | +36.7% |
| DFAE | Buy | DIMENSIONAL ETF TR EMERGING CORE EQUITY MRKTemgr cre eqt mng | $245,000 | -3.5% | 9,354 | +0.8% | 0.13% | +13.9% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS Bcl b new | $244,000 | +13.0% | 690 | -4.3% | 0.13% | +32.7% |
| SCHP | Sell | SCHWAB STRATEGIC TR US TIPS ETFus tips etf | $240,000 | -44.2% | 3,946 | -42.3% | 0.13% | -34.4% |
| DIS | Buy | DISNEY WALT CO COM | $239,000 | -5.5% | 1,742 | +6.5% | 0.13% | +10.4% |
| FNX | Buy | FIRST TRUST PORTFOLIOS MID CAP CORE ALPHA COM SHS ETF | $234,000 | +10.9% | 2,387 | +16.3% | 0.12% | +30.2% |
| PFE | Sell | PFIZER INC | $235,000 | -29.9% | 4,542 | -19.9% | 0.12% | -17.8% |
| SPSM | Buy | SPDR PORTFOLIO SP 600 SM CAP ETFportfolio s&p600 | $232,000 | -4.9% | 5,508 | +0.8% | 0.12% | +12.7% |
| IUSV | Buy | ISHARES CORE SP US VALUE ETFcore s&p us vlu | $231,000 | +6.5% | 3,044 | +7.1% | 0.12% | +25.5% |
| BP | BP PLC SPONSORED ADRsponsored adr | $229,000 | +10.1% | 7,802 | 0.0% | 0.12% | +29.8% | |
| WMB | New | WILLIAMS COS INC COM | $214,000 | – | 6,408 | +100.0% | 0.11% | – |
| SCHA | Buy | SCHWAB STRATEGIC TR US SML CAP ETFus sml cap etf | $214,000 | -30.1% | 4,525 | +51.2% | 0.11% | -18.0% |
| IGIB | Sell | ISHARES TR ISHS 510YR INVT | $212,000 | -87.2% | 3,856 | -86.2% | 0.11% | -84.9% |
| FEM | Sell | FIRST TRUST EXCHANGETRADED AL EMERG MKT ALPH ETFemerg mkt alph | $205,000 | -5.5% | 8,146 | -2.3% | 0.11% | +11.2% |
| SPIP | Exit | SPDR SERIES TRUST PORTFLI TIPS ETFportfli tips etf | $0 | – | -6,488 | -100.0% | -0.09% | – |
| XSOE | Exit | WISDOMTREE TRUST EM EX ST-OWNED ETFem ex st-owned | $0 | – | -5,596 | -100.0% | -0.09% | – |
| MBB | Exit | ISHARES TRUST MBS ETFmbs etf | $0 | – | -2,036 | -100.0% | -0.10% | – |
| FPX | Exit | FIRST TRUST US EQUITY OPPORTUNITIES ETFus eqty oppt etf | $0 | – | -1,879 | -100.0% | -0.10% | – |
| FB | Exit | META PLATFORMS INC CLASS A COMMON STOCKcl a | $0 | – | -725 | -100.0% | -0.11% | – |
| VLUE | Exit | ISHARES TRUST MSCI USA VALUE FACTOR ETFmsci usa value | $0 | – | -2,265 | -100.0% | -0.11% | – |
| F | Exit | FORD MTR CO DEL COM | $0 | – | -12,072 | -100.0% | -0.11% | – |
| TXN | Exit | TEXAS INSTRUMENTS INC COM USD1.00 | $0 | – | -1,440 | -100.0% | -0.12% | – |
| SPYD | Exit | SPDR S&P 500 HIGH DIVIDEND ETF IVprtflo s&p500 hi | $0 | – | -7,000 | -100.0% | -0.13% | – |
| VNQ | Exit | VANGUARD REAL ESTATE ETFreal estate etf | $0 | – | -2,808 | -100.0% | -0.15% | – |
| SCHJ | Exit | SCHWAB STRATEGIC TR 1 5YR CORP BD ETF1 5yr corp bd | $0 | – | -10,138 | -100.0% | -0.23% | – |
| FXL | Exit | FIRST TR EXCHANGE TRADED FD II TECHNOLOGY ALPHADEX FD USDtech alphadex | $0 | – | -4,098 | -100.0% | -0.24% | – |
| FPXI | Exit | FIRST TRUST EXCH TRADED FUND 2 INTL EQUITY OPP ETFintl equity opp | $0 | – | -9,634 | -100.0% | -0.25% | – |
| PGX | Exit | INVESCO PREFERRED ETFpfd etf | $0 | – | -46,529 | -100.0% | -0.32% | – |
| LQD | Exit | ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETFiboxx inv cp etf | $0 | – | -6,340 | -100.0% | -0.38% | – |
| IGLB | Exit | ISHARES TR 10 YR INVST GRD10+ yr invst grd | $0 | – | -15,113 | -100.0% | -0.48% | – |
| IEF | Exit | ISHARES TR BARCLAYS 7 10 YRbarclays 7 10 yr | $0 | – | -13,057 | -100.0% | -0.68% | – |
| EFA | Exit | ISHARES MSCI EAFE ETFmsci eafe etf | $0 | – | -27,556 | -100.0% | -0.98% | – |
| AMD | Exit | Advanced Micro Devices, Inc. | $0 | – | -17,849 | -100.0% | -1.16% | – |
| FTNT | Exit | Fortinet, Inc. | $0 | – | -7,220 | -100.0% | -1.18% | – |
| FRI | Exit | First Trust S&P REIT Index Fund | $0 | – | -100,305 | -100.0% | -1.48% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 28 | Q3 2023 | 17.3% |
| APPLE INC COM | 28 | Q3 2023 | 14.2% |
| AMAZON COM INC COM | 28 | Q3 2023 | 9.2% |
| ISHARES TR | 28 | Q3 2023 | 6.3% |
| O REILLY AUTOMOTIVE INC NEW | 28 | Q3 2023 | 4.2% |
| ISHARES TR MSCI USA MIN VOL | 28 | Q3 2023 | 0.7% |
| ISHARES TR | 27 | Q3 2023 | 2.0% |
| SCHWAB US BROAD MARKET ETF | 27 | Q3 2023 | 0.8% |
| ISHARES TR | 26 | Q3 2023 | 7.6% |
| FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK FUND | 26 | Q3 2023 | 3.9% |
View Pinnacle Family Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-12 |
View Pinnacle Family Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.