Pinnacle Holdings, LLC EBMT — Eagle Bancorp Montana

Ownership history in Pinnacle Holdings, LLC  ·  34 quarters on record

AI Ownership Summary

Pinnacle Holdings, LLC reported Eagle Bancorp Montana (EBMT) in 34 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.23% in 2023 Q4. The latest visible filing shows EBMT at 0.17% 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 EBMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pinnacle Holdings, LLC's position in Eagle Bancorp Montana, 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
2025 Q4

EBMT was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

EBMT stock page Pinnacle Holdings, LLC fund profile Pinnacle Holdings, LLC full holdings
How Pinnacle Holdings, LLC held EBMT — position size vs. price
% of Fund (quarterly)    EBMT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 25,814 — 0% 0.17% $514K 2026-02-14 (Est.) $22.54
2025 Q3 UNCHANGED — — — 25,814 — 0% 0.16% $446K 2025-11-12 $16.26
2025 Q2 UNCHANGED — — — 25,814 — 0% 0.16% $430K 2025-08-07 $15.37
2025 Q1 UNCHANGED — — — 25,814 — 0% 0.16% $433K 2025-05-13 $17.30
2024 Q4 REDUCED — — — 25,814 -140 -0.5% 0.15% $396K 2025-02-13 $15.50
2024 Q3 REDUCED — — — 25,954 -30 -0.1% 0.16% $410K 2024-11-12 $16.22
2024 Q2 REDUCED — — — 25,984 -70 -0.3% 0.14% $345K 2024-08-13 $12.57
2024 Q1 REDUCED 26.2% +3.0% ❌ 26,054 -9,257 -26.2% 0.13% $335K 2024-05-09 $12.16
2023 Q4 REDUCED 8.7% -18.2% ✅ 35,311 -3,379 -8.7% 0.23% $558K 2024-02-14 $12.11
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EBMT

As of 2026 Q1 — sorted by position size

Allied Investment Advisors, LLC 3Y 7Y 0.09% RITHOLTZ WEALTH MANAGEMENT 3Y 7Y 0.02% STRS OHIO 3Y 7Y 0.0% Janney Montgomery Scott LLC 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0% Police & Firemen's Retirement System of New Jersey 0.0% Blue Trust, Inc. 3Y 0.0% Sterling Capital Management LLC 3Y 7Y 0.0% True Wealth Design, LLC 3Y 0.0% GAMMA Investing LLC 0.0%

FAQ About Pinnacle Holdings, LLC and EBMT

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

How long has Pinnacle Holdings, LLC reported owning EBMT?

Pinnacle Holdings, LLC reported EBMT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported EBMT position in Pinnacle Holdings, LLC's portfolio?

The largest reported portfolio weight for EBMT was 0.23% in 2023 Q4.

What is the latest reported EBMT position on this page?

The most recent filing on this page is 2025 Q4, when Pinnacle Holdings, LLC reported 25,814 shares, equal to 0.17% of portfolio, with an estimated market value of $514K.

What does the chart on this EBMT ownership page compare?

The chart compares Pinnacle Holdings, LLC's quarterly EBMT 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 Holdings, LLC time their EBMT position?

Based on 13F filing dates vs. subsequent EBMT price moves, Pinnacle Holdings, LLC correctly timed 11 out of 19 reported position changes (58%). The annualised alpha on EBMT relative to SPY over the holding period was -8.6%.

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