Pinnacle Wealth Planning Services, Inc.

Position in GDV — Gabelli Dividend & Income Trust

CIK 1726752 MANSFIELD, OH

Position in GDV

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$238,653

-$31,687 QoQ

Shares Held

8,862

-9.0% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

8 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Pinnacle Wealth Planning Services, Inc. holds $11,073,923 across 150 Asset Management names. GDV ranks #8 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KKR	KKR & Co. Inc.	19,040	$1,761,200
2	BLK	BlackRock, Inc.	1,175	$1,130,009
3	AMP	Ameriprise Financial Inc	855	$379,962
4	BX	Blackstone Inc.	3,226	$370,957
5	ARCC	Ares Capital Corp	20,445	$368,418
6	WT	WisdomTree, Inc.	23,868	$347,518
7	DSU	Blackrock Debt Strategies Fund, Inc.	35,345	$338,958
8	GDV	Gabelli Dividend & Income Trust This page	8,862	$238,653

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$238,653	8,862	-9.0%	Shares	Sole	2026-05-11
2025-12-31	$270,340	9,735	-3.6%	Shares	Sole	2026-02-13
2024-09-30	$247,018	10,103	-12.2%	Shares	Sole	2024-11-13
2024-06-30	$261,437	11,512	+3.5%	Shares	Sole	2024-08-09
2024-03-31	$255,583	11,122	+5.9%	Shares	Sole	2024-05-10
2023-12-31	$227,198	10,499	+2.5%	Shares	Sole	2024-02-08
2023-09-30	$199,201	10,247	+3.9%	Shares	Sole	2023-11-08
2023-06-30	$208,426	9,864	—	Shares	Sole	2023-08-07
No filing history on record for this holder in this stock.