Pinnacle Wealth Planning Services, Inc.
CIK
0001726752
City
MANSFIELD
State / Country
OH
Holdings in BOE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $97,919 | 8,362 | Shares | Sole | 2026-02-13 |
| 2024-09-30 | $116,034 | 10,305 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $132,030 | 12,444 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $128,720 | 12,306 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $112,334 | 11,324 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $108,454 | 11,501 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $118,302 | 11,748 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $126,806 | 12,770 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $139,910 | 14,635 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $163,302 | 18,536 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $184,946 | 18,930 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $227,873 | 20,148 | Shares | Sole | 2022-04-20 |
| 2021-12-31 | $235,074 | 19,300 | Shares | Sole | 2022-01-21 |
| 2021-09-30 | $224,457 | 19,168 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $247,649 | 19,733 | Shares | Sole | 2021-08-02 |
| 2021-03-31 | $227,065 | 19,762 | Shares | Sole | 2021-04-29 |
| 2020-12-31 | $224,320 | 20,561 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $197,075 | 20,593 | Shares | Sole | 2020-11-03 |
| 2020-06-30 | $214,173 | 22,736 | Shares | Sole | 2020-07-27 |
| 2020-03-31 | $169,812 | 20,484 | Shares | Sole | 2020-05-11 |