Position in LIF
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$101,474
+$28,570 QoQ
Shares Held
1,833
+2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#139
of 200 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LIF Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $7,820,349 across 83 Software - Application names. LIF ranks #23 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
5,799 | $893,683 | |
| 2 | UBER |
Uber Technologies, Inc
|
9,896 | $714,095 | |
| 3 | NOW |
ServiceNow, Inc.
|
5,542 | $550,209 | |
| 4 | DDOG |
Datadog, Inc.
|
1,894 | $493,121 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
1,239 | $465,021 | |
| 6 | ADP |
Automatic Data Processing Inc
|
1,542 | $345,330 | |
| 7 | SHOP |
Shopify Inc.
|
2,441 | $278,713 | |
| 8 | IDCC |
InterDigital, Inc.
|
943 | $266,991 |
All Filings in LIF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,474 | 1,833 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $72,904 | 1,786 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||