Pinnacle Wealth Planning Services, Inc.

Position in TRI — Thomson Reuters Corp /Can/

CIK 1726752 MANSFIELD, OH

Position in TRI

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

Position Value

$11,760

-$10,914 QoQ

Shares Held

144

-42.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#365

of 412 holders

Holding Since

Sep 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Pinnacle Wealth Planning Services, Inc. holds $1,970,100 across 20 Specialty Business Services names. TRI ranks #13 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CTAS	Cintas Corp	2,136	$363,290
2	ARMK	Aramark	6,052	$344,358
3	RELX	Relx PLC	10,676	$338,108
4	AZZ	Azz Inc	1,736	$269,166
5	RBA	Rb Global Inc.	1,720	$200,294
6	UNF	Unifirst Corp	456	$120,593
7	CPRT	Copart Inc	2,996	$84,457
8	CMPR	CIMPRESS plc	796	$80,953

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,760	144	-42.9%	Shares	Sole	2026-08-07
2026-03-31	$22,674	252	+1.2%	Shares	Sole	2026-05-11
2025-12-31	$32,840	249	-80.4%	Shares	Sole	2026-02-13
2025-03-31	$219,948	1,273	+1.0%	Shares	Sole	2025-05-15
2024-12-31	$202,078	1,260	-44.1%	Shares	Sole	2025-02-27
2024-09-30	$384,703	2,255	-38.1%	Shares	Sole	2024-11-13
2024-06-30	$614,100	3,643	-0.5%	Shares	Sole	2024-08-09
2024-03-31	$570,337	3,660	+0.4%	Shares	Sole	2024-05-10
2023-12-31	$533,118	3,646	+0.9%	Shares	Sole	2024-02-08
2023-09-30	$441,819	3,612	+0.8%	Shares	Sole	2023-11-08
2023-06-30	$483,624	3,584	-5.3%	Shares	Sole	2023-08-07
2023-03-31	$492,633	3,786	+3.9%	Shares	Sole	2023-05-03
2022-12-31	$415,785	3,645	+56.2%	Shares	Sole	2023-02-13
2022-09-30	$239,411	2,333	-2.0%	Shares	Sole	2022-11-09
2022-06-30	$248,123	2,381	+42.1%	Shares	Sole	2022-08-03
2021-12-31	$200,482	1,676	-31.4%	Shares	Sole	2022-01-21
2021-09-30	$269,792	2,442	-33.7%	Shares	Sole	2021-10-29
2021-06-30	$365,696	3,682	+0.5%	Shares	Sole	2021-08-02
2021-03-31	$320,856	3,664	+18.0%	Shares	Sole	2021-04-29
2020-12-31	$254,185	3,104	+8.6%	Shares	Sole	2021-02-12
2020-09-30	$227,981	2,858	—	Shares	Sole	2020-11-03
No filing history on record for this holder in this stock.