Position in AVPT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$291
+$44 QoQ
Shares Held
26
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#245
of 252 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVPT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $21,380,625 across 65 Software - Infrastructure names. AVPT ranks #65 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
35,440 | $13,219,828 | |
| 2 | PANW |
Palo Alto Networks Inc
|
5,286 | $1,802,631 | |
| 3 | ORCL |
Oracle Corp
|
11,583 | $1,697,488 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
6,098 | $711,453 | |
| 5 | SNPS |
Synopsys Inc
|
1,290 | $575,430 | |
| 6 | FTNT |
Fortinet, Inc.
|
3,664 | $562,863 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
2,636 | $502,909 | |
| 8 | VRSN |
Verisign Inc/Ca
|
1,237 | $311,179 |
All Filings in AVPT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291 | 26 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $247 | 26 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||