| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 1 | Q2 2021 | 5.6% |
| SPDR S&P 500 ETF TR | 1 | Q2 2021 | 3.8% |
| APPLE INC | 1 | Q2 2021 | 3.0% |
| MICROSOFT CORP | 1 | Q2 2021 | 2.9% |
| PINNACLE FINL PARTNERS INC | 1 | Q2 2021 | 2.4% |
| ISHARES TR | 1 | Q2 2021 | 2.1% |
| ISHARES TR | 1 | Q2 2021 | 1.9% |
| AMAZON COM INC | 1 | Q2 2021 | 1.9% |
| JPMORGAN CHASE & CO | 1 | Q2 2021 | 1.7% |
| VANGUARD TAX-MANAGED INTL FD | 1 | Q2 2021 | 1.5% |
View Pinnacle Wealth Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-NT | 2024-08-06 |
| 13F-NT | 2024-04-30 |
| 13F-NT | 2024-01-22 |
| 13F-NT | 2023-11-03 |
| 13F-NT | 2023-08-07 |
| 13F-NT | 2023-04-26 |
| 13F-NT | 2023-02-03 |
| 13F-NT | 2022-10-31 |
| 13F-NT | 2022-07-29 |
View Pinnacle Wealth Advisors'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.