Pinnacle Wealth Planning Services, Inc.
Position in VTMX — Vesta Real Estate Corporation, S.A.B. de C.V.
CIK 1726752
MANSFIELD, OH
Position in VTMX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,955
+$55 QoQ
Shares Held
57
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#62
of 69 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VTMX Over Time
Shares Held
Position Value (USD)
Position in Real Estate - Development
Real Estate · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $33,067 across 4 Real Estate - Development names. VTMX ranks #3 (5.9% of the industry book) .
All Filings in VTMX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,955 | 57 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,900 | 57 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,737 | 57 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||