Position in G
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,087
-$7,838 QoQ
Shares Held
185
-46.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#413
of 474 holders
Holding Since
Dec 2020
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in G Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $3,944,466 across 37 Information Technology Services names. G ranks #26 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
7,214 | $2,028,648 | |
| 2 | TSSI |
TSS, Inc.
|
25,000 | $307,500 | |
| 3 | ACN |
Accenture plc
|
2,278 | $283,474 | |
| 4 | INFY |
Infosys Ltd
|
18,649 | $195,628 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
1,408 | $192,825 | |
| 6 | APLD |
Applied Digital Corp.
|
4,367 | $162,889 | |
| 7 | WIT |
Wipro Ltd
|
53,175 | $119,643 | |
| 8 | EPAM |
EPAM Systems, Inc.
|
1,023 | $81,175 |
All Filings in G
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,087 | 185 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $12,925 | 347 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $12,958 | 277 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $74,696 | 1,806 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||