Pinnacle Wealth Planning Services, Inc.
Holdings in UGA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,172,870 | 19,000 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $1,225,310 | 19,000 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $1,144,180 | 19,000 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $1,220,750 | 19,000 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,196,810 | 19,000 | Shares | Sole | 2025-02-27 |
| 2024-09-30 | $1,110,170 | 19,000 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $1,284,400 | 19,000 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $1,347,670 | 19,000 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $1,153,300 | 19,000 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $1,285,540 | 19,000 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $1,190,540 | 19,000 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $1,155,010 | 19,000 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $1,138,860 | 19,000 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $1,002,250 | 19,000 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $1,288,580 | 19,000 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $1,058,110 | 19,000 | Shares | Sole | 2022-04-20 |
| 2021-12-31 | $778,240 | 19,000 | Shares | Sole | 2022-01-21 |
| 2021-06-30 | $681,340 | 19,000 | Shares | Sole | 2021-08-02 |
| 2021-03-31 | $756,240 | 24,000 | Shares | Sole | 2021-04-29 |
| 2020-12-31 | $583,440 | 24,000 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $478,080 | 24,000 | Shares | Sole | 2020-11-03 |
| 2020-06-30 | $454,800 | 24,000 | Shares | Sole | 2020-07-27 |
| 2020-03-31 | $242,880 | 24,000 | Shares | Sole | 2020-05-11 |