Position in PTC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$87,479
-$38,054 QoQ
Shares Held
770
-12.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#512
of 677 holders
Holding Since
Dec 2020
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PTC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $7,820,349 across 83 Software - Application names. PTC ranks #25 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
5,799 | $893,683 | |
| 2 | UBER |
Uber Technologies, Inc
|
9,896 | $714,095 | |
| 3 | NOW |
ServiceNow, Inc.
|
5,542 | $550,209 | |
| 4 | DDOG |
Datadog, Inc.
|
1,894 | $493,121 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
1,239 | $465,021 | |
| 6 | ADP |
Automatic Data Processing Inc
|
1,542 | $345,330 | |
| 7 | SHOP |
Shopify Inc.
|
2,441 | $278,713 | |
| 8 | IDCC |
InterDigital, Inc.
|
943 | $266,991 |
All Filings in PTC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,479 | 770 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $125,533 | 881 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $140,761 | 808 | Shares | Sole | 2026-02-13 | |
| 2024-09-30 | $231,967 | 1,284 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $233,082 | 1,283 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $242,410 | 1,283 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $224,648 | 1,284 | Shares | Sole | 2024-02-08 | |
| 2020-12-31 | $14,353 | 120 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||