Pinnacle Wealth Planning Services, Inc.

Position in TREE — LendingTree, Inc.

CIK 1726752 MANSFIELD, OH

Position in TREE

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$8,237

+$262 QoQ

Shares Held

186

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#151

of 186 holders

Holding Since

Dec 2020

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Pinnacle Wealth Planning Services, Inc. holds $490,857 across 5 Financial Conglomerates names. TREE ranks #4 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IX	Orix Corp	10,686	$406,495
2	HTH	Hilltop Holdings Inc.	1,387	$53,787
3	VOYA	Voya Financial, Inc.	241	$21,817
4	TREE	LendingTree, Inc. This page	186	$8,237
5	FRHC	Freedom Holding Corp.	4	$521

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,237	186	0.0%	Shares	Sole	2026-08-07
2026-03-31	$7,975	186	0.0%	Shares	Sole	2026-05-11
2025-12-31	$9,874	186	+1590.9%	Shares	Sole	2026-02-13
2020-12-31	$3,011	11	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.