| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 3 | Q2 2022 | 16.2% |
| ISHARES TR | 3 | Q2 2022 | 3.6% |
| ISHARES TR | 3 | Q2 2022 | 2.1% |
| MICROSOFT CORP | 3 | Q2 2022 | 2.1% |
| HOME DEPOT INC | 3 | Q2 2022 | 1.9% |
| TESLA INC | 3 | Q2 2022 | 1.4% |
| META PLATFORMS INC | 3 | Q2 2022 | 2.1% |
| ISHARES TR | 3 | Q2 2022 | 1.5% |
| ISHARES TR | 3 | Q2 2022 | 1.3% |
| ISHARES TR | 3 | Q2 2022 | 1.5% |
View Pinnacle Private Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-02-07 |
View Pinnacle Private Wealth, 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.