Pinnacle Wealth Planning Services, Inc.
Holdings in LPL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $75,961 | 18,043 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $89,418 | 17,130 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $56,491 | 16,518 | Shares | Sole | 2025-08-11 |
| 2024-09-30 | $93,279 | 23,032 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $97,067 | 23,560 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $158,157 | 38,575 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $92,490 | 19,189 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $78,050 | 15,994 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $98,178 | 16,201 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $102,947 | 16,136 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $80,480 | 16,226 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $153,505 | 37,624 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $234,823 | 42,083 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $178,729 | 21,638 | Shares | Sole | 2022-04-20 |
| 2021-12-31 | $204,201 | 20,218 | Shares | Sole | 2022-01-21 |
| 2021-09-30 | $148,990 | 18,741 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $202,115 | 18,907 | Shares | Sole | 2021-08-02 |
| 2021-03-31 | $187,222 | 18,741 | Shares | Sole | 2021-04-29 |
| 2020-12-31 | $155,439 | 18,417 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $120,263 | 18,417 | Shares | Sole | 2020-11-03 |
| 2020-06-30 | $87,331 | 18,081 | Shares | Sole | 2020-07-27 |
| 2020-03-31 | $87,521 | 19,712 | Shares | Sole | 2020-05-11 |