SEC 13F Intelligence

Pinnacle Private Wealth, LLC / MSFT

Pinnacle Private Wealth, LLC’s Microsoft Corp Position

Does Pinnacle Private Wealth, LLC own Microsoft Corp (MSFT)? Yes — 21.0K shares worth $5M (+2.11% of its 13F portfolio) as of Q2 2022, up from 16.1K shares the prior filed quarter.

Position Value
$5M
Q2 2022
Shares
21.0K
% of Portfolio
+2.11%
Quarters Held
3
currently held

Position History MSFT

Reported value by quarter
Q4 ’21: $5MQ4 ’21Q1 ’22: $5MQ1 ’22Q2 ’22: $5MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202221.0K$5M+2.11%
Q1 202216.1K$5M+1.55%
Q4 202115.0K$5M+1.59%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Pinnacle Private Wealth, LLC’s full portfolio or all institutional holders of MSFT.