Pinnacle-Wealth-Management

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-13
Total Holdings
62
Total Value
88770822
Accession Number
0001085146-25-003055
Form Type
13F-HR
Manager Name
Pinnacle-Wealth-Management
Data Enrichment
89% identified
55 identified7 unidentified

Holdings

62 positions • $88.8M total value
Manager:
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808524730
Shares:8.0K
Value:$244.9K
% of Portfolio:0.3% ($244.9K/$88.8M)
MICROSTRATEGY Inc
Shares:699
Value:$201.5K
% of Portfolio:0.2% ($201.5K/$88.8M)