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Madison Square shares owned by Pinnacle Wealth Management Advisory

Quarter-by-quarter ownership of Madison Square (SPHR) shares owned by Pinnacle Wealth Management Advisory from 13F filings

Historical chart of Pinnacle Wealth Management Advisory investment in Madison Square

Tip: Access up to 7 years of quarterly data

All positions including Madison Square 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 Madison Square by Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $220k 3.5k 62.12
2023-03-31 $223k 3.8k 59.07
2022-06-30 $218k 4.1k 52.62
2022-03-31 $345k 4.1k 83.27
2021-12-31 $291k 4.1k 70.24
2021-09-30 $301k 4.1k 72.65
2021-06-30 $850k 10k 84.02

More positions owned by Pinnacle Wealth Management Advisory

Apple (AAPL)
Vanguard US Total Stock Market Etf (VTI)
iShares MSCI USA Quality Etf (QUAL)
Microsoft Corporation (MSFT)
Vanguard High Div Yield ETF Etf (VYM)
Vanguard Small-Cap ETF Etf (VB)
Invesco QQQ Trust Series I Etf (QQQ)
SPDR S&P 500 ETF Tr Etf (SPY)
Vanguard FTSE All World Ex US Etf (VEU)
iShares Core S&P 500 Index Fun Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard FTSE Developed Market Etf (VEA)
JPMorgan Equity Premium ETF Etf (JEPI)
iShares Core S&P S/C ETF Etf (IJR)
iShares Tr S&P Midcap 400 Etf (IJH)

View all positions for Pinnacle Wealth Management Advisory

Top funds holding Madison Square

Ariel Investments
Jericho Capital Asset Management
Vanguard Group
BlackRock
Morgan Stanley
Steadfast Capital Management
Dimensional Fund Advisors
GAMCO Asset Management
Citadel Advisors
Susquehanna International
Balyasny Asset Management
Geode Capital Management
State Street Corporation
J. Goldman & Co
Gabelli Funds

View all funds holding Madison Square