Pinnacle Wealth Planning Services, Inc.

Position in IT — Gartner Inc

CIK 1726752 MANSFIELD, OH

Position in IT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$77,901

+$157 QoQ

Shares Held

601

+22.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#479

of 647 holders

Holding Since

Dec 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Pinnacle Wealth Planning Services, Inc. holds $3,944,466 across 37 Information Technology Services names. IT ranks #9 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$77,901	601	+22.4%	Shares	Sole	2026-08-07
2026-03-31	$77,744	491	-16.2%	Shares	Sole	2026-05-11
2025-12-31	$147,836	586	+8.7%	Shares	Sole	2026-02-13
2025-06-30	$217,874	539	+4.1%	Shares	Sole	2025-08-11
2025-03-31	$217,425	518	-0.8%	Shares	Sole	2025-05-15
2024-12-31	$252,893	522	-23.3%	Shares	Sole	2025-02-27
2024-09-30	$345,103	681	+0.1%	Shares	Sole	2024-11-13
2024-06-30	$305,360	680	-0.1%	Shares	Sole	2024-08-09
2024-03-31	$324,612	681	0.0%	Shares	Sole	2024-05-10
2023-12-31	$307,205	681	+0.1%	Shares	Sole	2024-02-08
2023-09-30	$233,654	680	0.0%	Shares	Sole	2023-11-08
2023-06-30	$238,210	680	0.0%	Shares	Sole	2023-08-07
2023-03-31	$221,523	680	-1.4%	Shares	Sole	2023-05-03
2022-12-31	$231,936	690	+9.4%	Shares	Sole	2023-02-13
2021-12-31	$210,955	631	+4.5%	Shares	Sole	2022-01-21
2020-12-31	$96,754	604	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.