Pinnacle Wealth Planning Services, Inc.
Position in FSV — FirstService Corp
CIK 1726752
MANSFIELD, OH
Position in FSV
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$27,232
+$13,701 QoQ
Shares Held
196
+125.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FSV Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Mar 31, 2026Pinnacle Wealth Planning Services, Inc. holds $640,858 across 15 Real Estate Services names. FSV ranks #6 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
2,604 | $352,737 | |
| 2 | CWK |
Cushman & Wakefield Ltd.
|
4,243 | $52,019 | |
| 3 | NMRK |
Newmark Group, Inc.
|
3,376 | $50,606 | |
| 4 | KW |
Kennedy-Wilson Holdings, Inc.
|
3,204 | $34,667 | |
| 5 | AIRE |
reAlpha Tech Corp.
|
5,000 | $30,375 | |
| 6 | FSV |
FirstService Corp
This page
|
196 | $27,232 | |
| 7 | BEKE |
KE Holdings Inc.
|
1,810 | $27,095 | |
| 8 | RMR |
Rmr Group Inc.
|
1,260 | $19,492 |
All Filings in FSV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,232 | 196 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $13,531 | 87 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||