Pinnacle Wealth Planning Services, Inc.
Position in EG — Everest Group, Ltd.
CIK 1726752
MANSFIELD, OH
Position in EG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$23,219
+$2,628 QoQ
Shares Held
65
+3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#575
of 683 holders
Holding Since
Dec 2020
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Reinsurance
Financial Services · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $290,451 across 5 Insurance - Reinsurance names. EG ranks #4 (8.0% of the industry book) .
All Filings in EG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,219 | 65 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $20,591 | 63 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $22,057 | 65 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $13,342 | 57 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||