Pinnacle Wealth Planning Services, Inc.
Position in PATK — Patrick Industries Inc
CIK 1726752
MANSFIELD, OH
Position in PATK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$109,352
-$44,813 QoQ
Shares Held
1,218
-12.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#229
of 327 holders
Holding Since
Dec 2020
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PATK Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $234,491 across 7 Recreational Vehicles names. PATK ranks #1 (46.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PATK |
Patrick Industries Inc
This page
|
1,218 | $109,352 | |
| 2 | LCII |
Lci Industries
|
426 | $45,104 | |
| 3 | HOG |
Harley-Davidson, Inc.
|
1,750 | $42,805 | |
| 4 | PII |
Polaris Inc.
|
202 | $13,824 | |
| 5 | THO |
Thor Industries Inc
|
161 | $12,100 | |
| 6 | BC |
Brunswick Corp
|
109 | $9,182 | |
| 7 | WGO |
Winnebago Industries Inc
|
68 | $2,124 |
All Filings in PATK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,352 | 1,218 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $154,165 | 1,388 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $124,260 | 1,146 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $1,571 | 23 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||