Pinnacle Private Wealth, LLC

13F Filings History

Latest 13F report: Q2 2022 - Jul 15, 2022
Value $: $256M
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 $256M as of Q2 2022. Top holdings included AAPL, IVV, MSFT, IWF, and HD.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2022	271	$256M	+$25M	-$38.9M	-$13.9M	AAPL, IVV, MSFT, IWF, HD	13F-HR	7/15/2022, 11:49 AM
Q1 2022	298	$321M	+$43.1M	-$23.4M	+$19.7M	AAPL, IVV, EPAY, IWF, MSFT	13F-HR	4/29/2022, 02:58 PM
Q4 2021	290	$319M	$0	$0		AAPL, IVV, META, IWF, HD	13F-HR	2/7/2022, 10:46 AM