Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 13 | Q2 2024 | 9.4% |
MICROSOFT CORP | 13 | Q2 2024 | 5.2% |
INVESCO QQQ TR | 13 | Q2 2024 | 5.2% |
APPLE INC | 13 | Q2 2024 | 4.9% |
MORGAN STANLEY | 13 | Q2 2024 | 2.6% |
INNOVATOR ETFS TRUST | 13 | Q2 2024 | 3.1% |
VANECK VECTORS ETF TR | 13 | Q2 2024 | 2.5% |
UNITED PARCEL SERVICE INC | 13 | Q2 2024 | 2.4% |
INNOVATOR ETFS TRUST | 13 | Q2 2024 | 2.7% |
JPMORGAN CHASE & CO. | 13 | Q2 2024 | 1.9% |
View Pinnacle Wealth Management Group, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-09-20 |
13F-HR | 2024-07-24 |
13F-HR | 2024-04-24 |
13F-HR | 2024-01-17 |
13F-HR | 2023-10-11 |
13F-HR | 2023-07-10 |
13F-HR/A | 2023-04-27 |
13F-HR | 2023-04-26 |
13F-HR | 2023-01-09 |
13F-HR | 2022-10-07 |
View Pinnacle Wealth Management Group, Inc.'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.