Pinnacle Wealth Planning Services, Inc.
Position in PRVA — Privia Health Group, Inc.
CIK 1726752
MANSFIELD, OH
Position in PRVA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$46,519
+$18,092 QoQ
Shares Held
1,808
+30.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PRVA Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $707,845 across 17 Health Information Services names. PRVA ranks #6 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTSG |
BrightSpring Health Services, Inc.
|
2,166 | $151,056 | |
| 2 | HNGE |
Hinge Health, Inc.
|
835 | $69,305 | |
| 3 | OMCL |
Omnicell, Inc.
|
1,655 | $68,715 | |
| 4 | EVH |
Evolent Health, Inc.
|
12,037 | $65,240 | |
| 5 | HSTM |
Healthstream Inc
|
1,798 | $48,995 | |
| 6 | PRVA |
Privia Health Group, Inc.
This page
|
1,808 | $46,519 | |
| 7 | VEEV |
Veeva Systems Inc
|
258 | $45,787 | |
| 8 | SDGR |
Schrodinger, Inc.
|
2,744 | $44,590 |
All Filings in PRVA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,519 | 1,808 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $28,427 | 1,382 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $108,141 | 4,561 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||