Pinnacle Wealth Planning Services, Inc.
Position in SPNT — SiriusPoint Ltd
CIK 1726752
MANSFIELD, OH
Position in SPNT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$154,536
+$31,091 QoQ
Shares Held
6,439
+12.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#171
of 251 holders
Holding Since
Jun 2022
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPNT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Reinsurance
Financial Services · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $290,451 across 5 Insurance - Reinsurance names. SPNT ranks #1 (53.2% of the industry book) .
All Filings in SPNT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $154,536 | 6,439 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $123,445 | 5,731 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $136,659 | 6,243 | Shares | Sole | 2026-02-13 | |
| 2022-06-30 | $97,831 | 18,050 | Shares | Sole | 2022-08-03 | |
| No filing history on record for this holder in this stock. | ||||||