Pinnacle Wealth Planning Services, Inc.
Position in NWL — Newell Brands Inc.
CIK 1726752
MANSFIELD, OH
Position in NWL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$54,897
+$26,013 QoQ
Shares Held
8,941
+6.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#313
of 423 holders
Holding Since
Dec 2020
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NWL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $3,190,160 across 16 Household & Personal Products names. NWL ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
15,725 | $2,305,914 | |
| 2 | UL |
Unilever PLC
|
3,560 | $214,027 | |
| 3 | CL |
Colgate Palmolive Co
|
1,634 | $149,805 | |
| 4 | EL |
Estee Lauder Companies Inc
|
1,440 | $113,688 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
841 | $81,476 | |
| 6 | IPAR |
Interparfums Inc
|
658 | $73,603 | |
| 7 | NWL |
Newell Brands Inc.
This page
|
8,941 | $54,897 | |
| 8 | ODD |
Oddity Tech Ltd
|
2,983 | $45,132 |
All Filings in NWL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,897 | 8,941 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $28,884 | 8,421 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $19,853 | 5,337 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $93,371 | 17,819 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $79,914 | 14,799 | Shares | Sole | 2025-08-11 | |
| 2020-12-31 | $1,316 | 62 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||