Pinnacle Wealth Planning Services, Inc.
Holdings in GRC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,033,214 | 21,638 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $1,004,219 | 21,638 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $757,827 | 20,638 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $724,393 | 20,638 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $614,910 | 16,216 | Shares | Sole | 2025-02-27 |
| 2024-09-30 | $347,511 | 8,922 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $356,123 | 9,701 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $363,899 | 9,201 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $326,911 | 9,201 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $302,712 | 9,201 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $344,056 | 11,934 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $304,600 | 12,184 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $312,153 | 12,184 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $422,058 | 17,741 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $650,730 | 22,994 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $722,694 | 20,142 | Shares | Sole | 2022-04-20 |
| 2021-12-31 | $897,326 | 20,142 | Shares | Sole | 2022-01-21 |
| 2021-09-30 | $663,237 | 18,521 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $612,171 | 17,775 | Shares | Sole | 2021-08-02 |
| 2021-03-31 | $656,306 | 19,822 | Shares | Sole | 2021-04-29 |
| 2020-12-31 | $643,223 | 19,822 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $1,259,739 | 42,761 | Shares | Sole | 2020-11-03 |
| 2020-06-30 | $1,423,370 | 45,797 | Shares | Sole | 2020-07-27 |
| 2020-03-31 | $1,429,324 | 45,797 | Shares | Sole | 2020-05-11 |