Pinnacle Wealth Management Group, Inc.
All 13F Filings
- Location
- Plymouth, MI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 200,164
- 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 |
|---|---|---|---|---|---|
| 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 | 153.3 K | 76.6% | 4.595 K | 0 | 4.595 K |
| ETFs | 46.87 K | 23.4% | 808 | 0 | 808 |
| Debt | 0 | 0.0% | 0 | 302 | -302 |
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Fund Snapshot
Q4 2025
Latest filed
1/23/2026
Total value ($000)
200,164
Holdings
126
QoQ value change ($000)
5,095
(2.6%)
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.