13F Filings History of Pinnacle Private Wealth, LLC

Latest 13F report
Q2 2022 - 15 Jul 2022
Value $
$255,501,000
Signature - Title
Daniel Cotton - Chief Compliance Officer
Location
Andover, MA
Summary
This page shows a list of all the recent 13F filings made by Pinnacle Private Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Pinnacle Private Wealth, LLC reported 271 stock holdings with total value $255,501,000 as of Q2 2022. Top holdings included AAPL, IVV, MSFT, IWF, and HD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2022 271 $255,501,000 +$24,993,448 -$38,857,230 -$13,863,782 AAPL, IVV, MSFT, IWF, HD 13F-HR 15 Jul 2022, 11:49
Q1 2022 298 $320,928,000 +$43,144,002 -$23,405,818 +$19,738,184 AAPL, IVV, EPAY, IWF, MSFT 13F-HR 29 Apr 2022, 14:58
Q4 2021 290 $319,027,000 $0 $0 $0 AAPL, IVV, META, IWF, HD 13F-HR 07 Feb 2022, 10:46