Pinnacle Wealth Planning Services, Inc.
CIK
0001726752
City
MANSFIELD
State / Country
OH
Holdings in PFD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $35,610 | 3,000 | Shares | Sole | 2026-02-13 |
| 2023-06-30 | $152,830 | 15,500 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $164,455 | 15,500 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $311,080 | 28,000 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $297,080 | 28,000 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $351,400 | 28,000 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $388,080 | 28,000 | Shares | Sole | 2022-04-20 |
| 2021-12-31 | $490,000 | 28,000 | Shares | Sole | 2022-01-21 |
| 2021-09-30 | $441,280 | 28,000 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $467,600 | 28,000 | Shares | Sole | 2021-08-02 |
| 2021-03-31 | $407,560 | 23,000 | Shares | Sole | 2021-04-29 |
| 2020-12-31 | $341,100 | 18,000 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $297,180 | 18,000 | Shares | Sole | 2020-11-03 |
| 2020-06-30 | $188,760 | 13,000 | Shares | Sole | 2020-07-27 |