Pinnacle Wealth Planning Services, Inc.
CIK
0001726752
City
MANSFIELD
State / Country
OH
Holdings in NFJ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $251,960 | 19,547 | Shares | Sole | 2026-02-13 |
| 2024-09-30 | $239,675 | 18,380 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $278,252 | 22,659 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $288,521 | 22,576 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $269,362 | 21,378 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $239,108 | 21,104 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $256,532 | 21,010 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $252,322 | 21,456 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $246,253 | 21,831 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $275,063 | 25,755 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $298,309 | 25,850 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $439,413 | 30,536 | Shares | Sole | 2022-04-20 |
| 2021-12-31 | $487,180 | 30,335 | Shares | Sole | 2022-01-21 |
| 2021-09-30 | $455,281 | 30,700 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $450,261 | 29,878 | Shares | Sole | 2021-08-02 |
| 2021-03-31 | $388,651 | 28,204 | Shares | Sole | 2021-04-29 |