Pinnacle Wealth Planning Services, Inc.
Position in SHLS — Shoals Technologies Group, Inc.
CIK 1726752
MANSFIELD, OH
Position in SHLS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$92,832
+$46,819 QoQ
Shares Held
9,377
+34.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#199
of 269 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHLS Over Time
Shares Held
Position Value (USD)
Position in Solar
Technology · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $523,547 across 6 Solar names. SHLS ranks #3 (17.7% of the industry book) .
All Filings in SHLS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,832 | 9,377 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $46,013 | 6,993 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $60,214 | 7,084 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||