• 13F History

Pinnacle Wealth Management Group, Inc.

13F Filings History

Latest 13F report
Q1 2025 - Apr 11, 2025
Value $
$143M
Signature - Title
Daniel Cesta - President
Location
Plymouth, MI
Summary
This page shows a list of all the recent 13F filings made by Pinnacle Wealth Management Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Pinnacle Wealth Management Group, Inc. reported 105 stock holdings with total value $143M as of Q1 2025. Top holdings included UITB, TBIL, VMBS, USTB, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 105 $143M +$14M -$32M -$18M UITB, TBIL, VMBS, USTB, MSFT 13F-HR 4/11/2025, 09:52 AM
Q4 2024 116 $161M +$7.51M -$4.65M +$2.85M UITB, TBIL, VMBS, USTB, QFLR 13F-HR 1/13/2025, 03:48 PM
Q3 2024 118 $158M +$40.8M -$38.2M +$2.57M UITB, TBIL, VMBS, USTB, MSFT 13F-HR 10/10/2024, 11:05 AM
Q2 2024 105 $148M +$16.2M -$4.85M +$11.3M SGOV, STIP, AGG, MBB, MSFT 13F-HR 7/24/2024, 10:52 AM
Q1 2024 108 $135M +$39.7M -$29.9M +$9.86M STIP, SGOV, MSFT, AGG, MBB 13F-HR 4/24/2024, 03:01 PM
Q4 2023 97 $122M +$2.98M -$1.13M +$1.85M STIP, IEF, SCHI, QQQ, MSFT 13F-HR 1/17/2024, 03:18 PM
Q3 2023 95 $110M +$20.9M -$10.4M +$10.5M STIP, IEF, SCHI, QQQ, MSFT 13F-HR 10/11/2023, 12:55 PM
Q2 2023 95 $114M +$16.3M -$8.31M +$7.96M STIP, SHY, IEF, MSFT, QQQ 13F-HR 7/10/2023, 12:12 PM
Q1 2023 100 $115M +$6.74M -$5.18M +$1.56M STIP, SHY, ISTB, QQQ, MSFT Restatement 4/27/2023, 12:58 PM
Q4 2022 102 $113M +$3.32M -$8.04M -$4.72M STIP, SHY, ISTB, MSFT, QQQ 13F-HR 1/9/2023, 12:40 PM
Q3 2022 108 $113M +$20M -$2.63M +$17.4M STIP, SHY, ISTB, AAPL, QQQ 13F-HR 10/7/2022, 03:59 PM
Q2 2022 113 $119M +$10.5M -$1.02M +$9.46M STIP, QQQ, MSFT, AAPL, IGHG 13F-HR 8/2/2022, 02:47 PM
Q1 2022 119 $132M +$32.5M -$13.2M +$19.3M STIP, QQQ, MSFT, AAPL, PRFZ 13F-HR 4/21/2022, 02:02 PM
Q4 2021 119 $135M +$4.47M -$8.92M -$4.45M STIP, MSFT, AAPL, SCHP, QQQ 13F-HR 3/15/2022, 02:30 PM
Q3 2021 115 $133M +$7.42M -$8.05M -$634K STIP, SCHP, MSFT, AAPL, QQQ 13F-HR 10/28/2021, 04:14 PM
Q2 2021 120 $137M $0 $0 STIP, MSFT, SCHP, QQQ, AAPL 13F-HR 8/10/2021, 10:31 AM