Pinnacle Wealth Planning Services, Inc.
Position in RMAX — RE/MAX Holdings, Inc.
CIK 1726752
MANSFIELD, OH
Position in RMAX
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$4,464
-$8,659 QoQ
Shares Held
775
-55.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in RMAX Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Mar 31, 2026Pinnacle Wealth Planning Services, Inc. holds $640,858 across 15 Real Estate Services names. RMAX ranks #12 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
2,604 | $352,737 | |
| 2 | CWK |
Cushman & Wakefield Ltd.
|
4,243 | $52,019 | |
| 3 | NMRK |
Newmark Group, Inc.
|
3,376 | $50,606 | |
| 4 | KW |
Kennedy-Wilson Holdings, Inc.
|
3,204 | $34,667 | |
| 5 | AIRE |
reAlpha Tech Corp.
|
5,000 | $30,375 | |
| 6 | FSV |
FirstService Corp
|
196 | $27,232 | |
| 7 | BEKE |
KE Holdings Inc.
|
1,810 | $27,095 | |
| 8 | RMR |
Rmr Group Inc.
|
1,260 | $19,492 |
All Filings in RMAX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,464 | 775 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $13,123 | 1,729 | Shares | Sole | 2026-02-13 | |
| 2024-03-31 | $107,186 | 12,222 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $141,004 | 10,578 | Shares | Sole | 2024-02-08 | |
| 2020-12-31 | $2,215 | 61 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||