Pinnacle Wealth Planning Services, Inc.
Position in MMT — Aberdeen Multi-Market Income Fund
CIK 1726752
MANSFIELD, OH
Position in MMT
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$27,530
-$9,321 QoQ
Shares Held
5,959
-24.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MMT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Pinnacle Wealth Planning Services, Inc. holds $11,089,058 across 151 Asset Management names. MMT ranks #72 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
19,040 | $1,761,200 | |
| 2 | BLK |
BlackRock, Inc.
|
1,175 | $1,130,009 | |
| 3 | AMP |
Ameriprise Financial Inc
|
855 | $379,962 | |
| 4 | BX |
Blackstone Inc.
|
3,226 | $370,957 | |
| 5 | ARCC |
Ares Capital Corp
|
20,445 | $368,418 | |
| 6 | WT |
WisdomTree, Inc.
|
23,868 | $347,518 | |
| 7 | DSU |
Blackrock Debt Strategies Fund, Inc.
|
35,345 | $338,958 | |
| 8 | GDV |
Gabelli Dividend & Income Trust
|
8,862 | $238,653 |
All Filings in MMT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,530 | 5,959 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $36,851 | 7,925 | Shares | Sole | 2026-02-13 | |
| 2024-06-30 | $59,801 | 12,778 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $59,398 | 12,829 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $58,431 | 12,842 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $55,865 | 13,114 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $59,202 | 13,127 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $68,145 | 15,010 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $70,987 | 15,740 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $92,023 | 21,755 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $99,503 | 21,821 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $139,514 | 26,274 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $170,861 | 26,739 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $175,703 | 26,784 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $143,850 | 23,016 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $149,163 | 23,019 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $141,055 | 23,086 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $124,747 | 22,197 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $124,300 | 22,276 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $88,427 | 17,580 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||