Pinnacle Wealth Planning Services, Inc.
Holdings in CLPR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $64,802 | 16,964 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $80,590 | 21,208 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $77,833 | 21,208 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $75,336 | 19,619 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $95,758 | 20,908 | Shares | Sole | 2025-02-27 |
| 2024-09-30 | $198,308 | 34,791 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $65,593 | 18,170 | Shares | Sole | 2024-08-09 |
| 2023-09-30 | $87,314 | 16,856 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $111,818 | 19,721 | Shares | Sole | 2023-08-07 |