Position in BDC
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$229
New position
Shares Held
2
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Communication Equipment
Technology · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $6,604,221 across 20 Communication Equipment names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
38,857 | $4,564,143 | |
| 2 | HPE |
Hewlett Packard Enterprise Co
|
11,886 | $536,177 | |
| 3 | VSAT |
Viasat Inc
|
3,435 | $308,497 | |
| 4 | MSI |
Motorola Solutions, Inc.
|
689 | $286,134 | |
| 5 | LITE |
Lumentum Holdings Inc.
|
175 | $150,160 | |
| 6 | AAOI |
Applied Optoelectronics, Inc.
|
893 | $132,306 | |
| 7 | NOK |
Nokia Corp
|
9,878 | $131,179 | |
| 8 | EXTR |
Extreme Networks Inc
|
3,001 | $97,142 |
All Filings in BDC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $229 | 2 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||