Pinnacle Wealth Management Group, Inc.

All 13F Filings

Location
Plymouth, MI
Most recent 13F
Q1 2026
Holdings value ($000)
203,706
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
Q1 2026 4/14/2026 120 203,706 13F-HR Pinnacle Wealth Management Group, Inc.
Q4 2025 1/23/2026 126 200,164 13F-HR Pinnacle Wealth Management Group, Inc.
Q3 2025 10/8/2025 129 195,069 13F-HR Pinnacle Wealth Management Group, Inc.
Q2 2025 7/31/2025 121 174,391 13F-HR Pinnacle Wealth Management Group, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 116.6 K 57.2% 0 36.73 K -36.73 K
ETFs 87.13 K 42.8% 40.27 K 0 40.27 K
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Fund Snapshot

Q1 2026
Latest filed
4/14/2026
Total value ($000)
203,706
Holdings
120
QoQ value change ($000)
3,542 (1.8%)
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.