Pinnacle Wealth Planning Services, Inc.
Position in MARA — MARA Holdings, Inc.
CIK 1726752
MANSFIELD, OH
Position in MARA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$366,237
+$296,249 QoQ
Shares Held
26,367
+207.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#202
of 411 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MARA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $5,752,047 across 33 Capital Markets names. MARA ranks #5 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,372 | $1,387,599 | |
| 2 | MS |
Morgan Stanley
|
5,270 | $1,101,640 | |
| 3 | SCHW |
Schwab Charles Corp
|
6,002 | $553,804 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
1,377 | $387,873 | |
| 5 | MARA |
MARA Holdings, Inc.
This page
|
26,367 | $366,237 | |
| 6 | NMR |
Nomura Holdings Inc
|
27,297 | $239,667 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
7,842 | $214,713 | |
| 8 | SNEX |
StoneX Group Inc.
|
2,614 | $206,545 |
All Filings in MARA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,237 | 26,367 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $69,988 | 8,577 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $62,231 | 6,930 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $230,806 | 12,640 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $190,841 | 12,171 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||