Position in TRU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,741
-$3,693 QoQ
Shares Held
38
-59.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#470
of 518 holders
Holding Since
Dec 2020
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRU Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $2,574,427 across 11 Financial Data & Stock Exchanges names. TRU ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
2,001 | $770,943 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
3,943 | $485,422 | |
| 3 | MCO |
Moodys Corp /De/
|
1,051 | $476,018 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
869 | $210,880 | |
| 5 | CME |
Cme Group Inc.
|
928 | $204,930 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
2,432 | $191,690 | |
| 7 | MSCI |
MSCI Inc.
|
325 | $182,013 | |
| 8 | COIN |
Coinbase Global, Inc.
|
151 | $22,074 |
All Filings in TRU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,741 | 38 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,434 | 93 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,631 | 89 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $2,677 | 27 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||