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Company Main View
Name:
Pinnacle Family Advisors LLC
City:
Springfield
State:
MO
Zip:
65807
Achive data
View Filing Period:
Current Quarter
2024-03-31
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
2017-09-30
2017-06-30
2017-03-31
2016-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-06-30
Total Value :
$180,933,000
Total Value Change :
$-6,703,000
Securities Held Change :
9
All Securities Held :
109
New Positions
:
24
Closed Positions
:
21
Increased Positions
:
37
Unchanged Positions
:
2
Decreased Positions
:
46
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Holdings Found :
2
View All Holdings
Currently Viewing:
Unchanged Positions
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
LOW
Lowes Companies Inc
76
-
$261.39
$396,000
1,798
0.22%
-62,000
0
0
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GOOG
Alphabet Inc
83
-
$176.14
$342,000
1,865
0.19%
58,000
0
0
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