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CIM Opportunity Zone Fund shares owned by Pinnacle Wealth Management Advisory

Quarter-by-quarter ownership of CIM Opportunity Zone Fund shares owned by Pinnacle Wealth Management Advisory from 13F filings

Historical chart of Pinnacle Wealth Management Advisory investment in CIM Opportunity Zone Fund

Tip: Access up to 7 years of quarterly data

All positions including CIM Opportunity Zone Fund held by Pinnacle Wealth Management Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in CIM Opportunity Zone Fund by Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $166k 150k 1.11
2023-06-30 $150k 150k 1.00
2022-12-31 $152k 150k 1.01
2022-09-30 $150k 151k 1.00
2022-06-30 $150k 150k 1.00

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View all positions for Pinnacle Wealth Management Advisory

Top funds holding CIM Opportunity Zone Fund

Pinnacle Wealth Management Advisory

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