Long-term investor

Pinnacle Wealth Management, LLC @pinnaclewealthmanagementbzbn

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001911464).

Record

  • Tracked since 2025-06-30 (454 days), 97 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +900.6% · all +900.6%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 886364231 · 12.3% · long · since 2025-09-30
  • 72201R585 · 11.4% · long · since 2025-06-30
  • 46654Q716 · 9.5% · long · since 2025-06-30
  • 52110K400 · 8.8% · long · since 2026-03-31
  • 78470P630 · 8.4% · long · since 2026-03-31
  • 14020W106 · 8.0% · long · since 2026-03-31
  • 45259A258 · 6.5% · long · since 2025-12-31
  • 78468R606 · 5.5% · long · since 2025-09-30
  • 808524730 · 4.5% · long · since 2025-06-30
  • 78464A409 · 2.1% · long · since 2025-06-30
  • NVDA · 2.0% · long · since 2025-06-30
  • 02079K107 · 1.8% · long · since 2025-06-30

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