Pinnacle Holdings, LLC

All 13F Filings

Location
Tulsa, OK
Most recent 13F
Q4 2025
Holdings value ($000)
295,991
Description
Website
Founded
Chairman
CEO
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
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 272.8 K 92.4% 8.869 K 0 8.869 K
Debt 22.55 K 7.6% 328 0 328
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Fund Snapshot

Q4 2025
Latest filed
2/12/2026
Total value ($000)
295,991
Holdings
249
QoQ value change ($000)
9,143 (3.2%)
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.