Pinnacle Holdings, LLC

All 13F Filings

Location
Tulsa, OK
Most recent 13F
Q2 2026
Holdings value ($000)
324,420
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/12/2026 237 324,420 13F-HR Pinnacle Holdings, LLC
Q1 2026 5/8/2026 233 309,291 13F-HR Pinnacle Holdings, LLC
Q4 2025 2/12/2026 249 295,991 13F-HR Pinnacle Holdings, LLC
Q3 2025 11/12/2025 246 286,848 13F-HR Pinnacle Holdings, LLC
Q2 2025 8/7/2025 229 277,214 13F-HR Pinnacle Holdings, LLC
Q1 2014 5/28/2014 206 361,030 13F-HR Pinnacle Holdings, LLC
Q4 2013 2/13/2014 193 343,940 13F-HR Pinnacle Holdings, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 294.3 K 90.8% 22.24 K 0 22.24 K
ETFs 15.73 K 4.9% 1.014 K 0 1.014 K
Debt 13.97 K 4.3% 0 7.742 K -7.742 K
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Fund Snapshot

Q2 2026
Latest filed
8/12/2026
Total value ($000)
324,420
Holdings
237
QoQ value change ($000)
15,129 (4.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.