Pinnacle Family Advisors, LLC ONEQ — FIDELITY COMWLTH TR

Ownership history in Pinnacle Family Advisors, LLC  ·  35 quarters on record

AI Ownership Summary

Pinnacle Family Advisors, LLC reported FIDELITY COMWLTH TR (ONEQ) in 35 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 2.42% in 2024 Q1. The latest visible filing shows ONEQ at 1.99% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ONEQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pinnacle Family Advisors, LLC's position in FIDELITY COMWLTH TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ONEQ was reported at 1.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.42% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ONEQ stock page Pinnacle Family Advisors, LLC fund profile Pinnacle Family Advisors, LLC full holdings
How Pinnacle Family Advisors, LLC held ONEQ — position size vs. price
% of Fund (quarterly)    ONEQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 45,863 -747 -1.6% 1.99% $4.7M 2026-08-14 $105.21
2026 Q1 ADDED — — — 46,610 +1,198 +2.6% 1.86% $4.0M 2026-05-15 $103.18
2025 Q4 ADDED — — — 45,412 +321 +0.7% 1.83% $4.2M 2026-02-17 $88.51
2025 Q3 ADDED — — — 45,091 +12,483 +38.3% 1.75% $4.0M 2025-11-14 $89.57
2025 Q2 ADDED — — — 32,608 +9,433 +40.7% 1.26% $2.6M 2025-08-14 $84.81
2025 Q1 ADDED — — — 23,175 +272 +1.2% 0.86% $1.6M 2025-05-15 $74.65
2024 Q4 ADDED — — — 22,903 +357 +1.6% 0.84% $1.7M 2025-02-14 $78.07
2024 Q3 REDUCED 40.7% +7.4% ❌ 22,546 -15,498 -40.7% 0.84% $1.6M 2024-11-14 $74.42
2024 Q2 REDUCED 46.0% +2.5% ❌ 38,044 -32,440 -46.0% 1.47% $2.7M 2024-08-14 $66.84
2024 Q1 REDUCED — — — 70,484 -2,483 -3.4% 2.42% $4.5M 2024-05-15 $65.01
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ONEQ

As of 2026 Q2 — sorted by position size

Lebenthal Global Advisors, LLC 3Y 7.4% Prasad Wealth Partners, LLC 6.29% FOCUS Wealth Advisors, LLC 3Y 5.46% EQ LLC 3Y 5.34% Harvest Investment Advisors, LLC 3Y 4.63% Heck Capital Advisors, LLC 3.68% TCP Asset Management, LLC 3Y 3.61% Keenan, LLC 3.54% LJI Wealth Management, LLC 3.53% Roxbury Financial LLC 3.39%

FAQ About Pinnacle Family Advisors, LLC and ONEQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Pinnacle Family Advisors, LLC reported owning ONEQ?

Pinnacle Family Advisors, LLC reported ONEQ across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported ONEQ position in Pinnacle Family Advisors, LLC's portfolio?

The largest reported portfolio weight for ONEQ was 2.42% in 2024 Q1.

What is the latest reported ONEQ position on this page?

The most recent filing on this page is 2026 Q2, when Pinnacle Family Advisors, LLC reported 45,863 shares, equal to 1.99% of portfolio, with an estimated market value of $4.7M.

What does the chart on this ONEQ ownership page compare?

The chart compares Pinnacle Family Advisors, LLC's quarterly ONEQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Pinnacle Family Advisors, LLC time their ONEQ position?

Based on 13F filing dates vs. subsequent ONEQ price moves, Pinnacle Family Advisors, LLC correctly timed 18 out of 34 reported position changes (53%). The annualised alpha on ONEQ relative to SPY over the holding period was +37.2%.

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