Pinnacle Wealth Planning Services, Inc.
Position in AWP — abrdn Global Premier Properties Fund
CIK 1726752
MANSFIELD, OH
Position in AWP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,328
+$489 QoQ
Shares Held
619
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#64
of 81 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AWP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $14,362,753 across 155 Asset Management names. AWP ranks #124 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSK |
FS KKR Capital Corp
|
234,924 | $2,466,702 | |
| 2 | KKR |
KKR & Co. Inc.
|
19,207 | $1,762,818 | |
| 3 | BLK |
BlackRock, Inc.
|
1,133 | $1,089,447 | |
| 4 | BX |
Blackstone Inc.
|
3,883 | $456,912 | |
| 5 | WT |
WisdomTree, Inc.
|
23,920 | $405,204 | |
| 6 | AMP |
Ameriprise Financial Inc
|
844 | $387,193 | |
| 7 | ARCC |
Ares Capital Corp
|
20,445 | $378,845 | |
| 8 | DSU |
Blackrock Debt Strategies Fund, Inc.
|
35,978 | $348,986 |
All Filings in AWP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,328 | 619 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,839 | 619 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $15,767 | 4,106 | Shares | Sole | 2026-02-13 | |
| 2023-12-31 | $43,696 | 11,262 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $41,812 | 11,487 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $52,041 | 13,276 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $62,483 | 15,166 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $55,567 | 14,248 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $49,533 | 12,967 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $64,080 | 13,051 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $87,088 | 13,523 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $103,496 | 15,131 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $95,099 | 15,693 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $96,920 | 15,239 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $103,982 | 17,476 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $120,979 | 23,000 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $118,181 | 25,636 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $126,113 | 27,063 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $98,931 | 23,333 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||