Pinnacle Wealth Planning Services, Inc.
Position in WD — Walker & Dunlop, Inc.
CIK 1726752
MANSFIELD, OH
Position in WD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$23,521
+$20,237 QoQ
Shares Held
430
+481.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#204
of 266 holders
Holding Since
Dec 2020
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WD Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $120,134 across 4 Mortgage Finance names. WD ranks #2 (19.6% of the industry book) .
All Filings in WD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,521 | 430 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,284 | 74 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $43,909 | 730 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $58,432 | 635 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||