Pinnacle Wealth Planning Services, Inc.
CIK
0001726752
City
MANSFIELD
State / Country
OH
Holdings in BTZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $142,544 | 13,162 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $153,650 | 13,905 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $138,400 | 12,674 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $139,456 | 13,009 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $162,684 | 15,553 | Shares | Sole | 2025-02-27 |
| 2024-09-30 | $175,043 | 15,518 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $216,449 | 20,210 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $216,504 | 20,253 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $209,382 | 20,289 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $189,863 | 19,614 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $186,810 | 18,405 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $207,487 | 20,164 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $213,453 | 21,134 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $272,491 | 28,563 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $309,972 | 28,464 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $366,337 | 29,167 | Shares | Sole | 2022-04-20 |
| 2021-12-31 | $415,259 | 27,592 | Shares | Sole | 2022-01-21 |
| 2021-09-30 | $411,595 | 27,168 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $398,340 | 25,551 | Shares | Sole | 2021-08-02 |
| 2021-03-31 | $356,929 | 24,314 | Shares | Sole | 2021-04-29 |
| 2020-12-31 | $340,860 | 23,172 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $311,318 | 21,893 | Shares | Sole | 2020-11-03 |
| 2020-06-30 | $252,555 | 19,133 | Shares | Sole | 2020-07-27 |
| 2020-03-31 | $181,149 | 15,536 | Shares | Sole | 2020-05-11 |