Pinnacle Bancorp, Inc.

13F Portfolio Filings

Latest 13F report
Q3 2024 - Oct 9, 2024
Value $
$374M
Signature - Title
Jessica Sheldrick - Trust Operations Manager
Location
523 Court Street, Beatrice, NE
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 871 $374M +$22.6M -$11.6M +$10.9M BRKA, VOO, MSFT, AAPL, IJH 13F-HR 10/9/2024, 01:00 PM
Q2 2024 848 $339M +$7.61M -$6.73M +$882K BRKA, VOO, BAC, MSFT, AAPL 13F-HR 7/15/2024, 03:04 PM
Q1 2024 822 $338M +$13.1M -$4.36M +$8.71M BRKA, VOO, BAC, MSFT, IJH 13F-HR 4/16/2024, 08:56 AM
Q4 2023 796 $305M +$22.2M -$20.4M +$1.82M BRKA, VOO, BAC, MSFT, AAPL 13F-HR 1/25/2024, 11:21 AM
Q3 2023 777 $281M +$5.68M -$11.4M -$5.74M BRKA, VOO, MSFT, RSP, AAPL 13F-HR 10/18/2023, 09:55 AM
Q2 2023 764 $292M +$6.14M -$4.46M +$1.67M BRKA, MSFT, VOO, AAPL, RSP 13F-HR 7/13/2023, 05:43 PM
Q1 2023 797 $272M +$15M -$8.73M +$6.31M BRKA, VOO, MSFT, RSP, AAPL 13F-HR 4/14/2023, 09:52 AM
Q4 2022 739 $260M +$10.5M -$5.97M +$4.57M BRKA, RSP, MSFT, IJH, BRKB 13F-HR 1/24/2023, 09:16 AM
Q3 2022 739 $232M +$19.9M -$16.6M +$3.31M BRKA, RSP, MSFT, AAPL, IJH 13F-HR 10/25/2022, 09:16 AM
Q2 2022 752 $243M +$14.2M -$10.8M +$3.42M BRKA, VOO, MSFT, IJH, AAPL 13F-HR 7/12/2022, 11:11 AM
Q1 2022 744 $288M +$11.5M -$8.15M +$3.31M BRKA, VOO, MSFT, AAPL, IJH 13F-HR 4/14/2022, 04:30 PM
Q4 2021 713 $283M +$16.2M -$4.31M +$11.9M BRKA, VOO, MSFT, AAPL, IJH 13F-HR 1/19/2022, 01:33 PM
Q3 2021 717 $250M +$37.4M -$4.06M +$33.4M BRKA, VOO, MSFT, IJH, AAPL 13F-HR 10/12/2021, 11:28 AM
Q2 2021 716 $219M +$4.09M -$4.11M -$13.8K BRKA, IJH, SPY, AAPL, MSFT 13F-HR 7/15/2021, 05:15 PM
Q1 2021 718 $206M +$41.3M -$7.15M +$34.2M BRKA, IJH, SPY, AAPL, MSFT 13F-HR 4/26/2021, 04:32 PM
Q4 2020 665 $162M +$9.22M -$2.77M +$6.45M BRKA, IJH, AAPL, UNP, SPY 13F-HR 1/13/2021, 11:47 AM
Q3 2020 662 $142M +$8.7M -$7.24M +$1.46M BRKA, AAPL, IJH, MSFT, SPY 13F-HR 10/13/2020, 09:38 AM
Q2 2020 658 $134M +$5.16M -$3.86M +$1.3M BRKA, IJH, AAPL, MSFT, SPY 13F-HR 7/7/2020, 09:58 AM
Q1 2020 664 $117M +$8.21M -$7.11M +$1.1M BRKA, IJH, MSFT, SPY, AAPL 13F-HR 4/9/2020, 11:03 AM
Q4 2019 642 $144M +$3.99M -$47.3M -$43.3M BRKA, IJH, IVE, SPY, BRKB 13F-HR 1/10/2020, 09:21 AM
Q3 2019 716 $175M +$1.67M -$4.97M -$3.3M BRKA, IJH, SPY, IVE, BRKB 13F-HR 10/8/2019, 04:51 PM
Q2 2019 687 $178M +$2.52M -$2.98M -$457K BRKA, IJH, IVE, BRKB, SPY 13F-HR 7/8/2019, 10:18 AM
Q1 2019 682 $172M +$2.6M -$3.94M -$1.33M BRKA, IJH, IVE, SPY, BRKB 13F-HR 4/5/2019, 10:53 AM
Q4 2018 704 $163M $0 $0 BRKA, IJH, BRKB, IVE, SPY 13F-HR 3/20/2019, 03:14 PM
Q1 2017 625 $141M $0 $0 BRKA, IJH, IVE, BRKB, SPY 13F-HR 4/17/2017, 03:14 PM