Pinnacle Wealth Planning Services, Inc.
Holdings in WF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $295,713 | 5,030 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $283,782 | 5,054 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $254,070 | 5,109 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $292,709 | 8,769 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $268,843 | 8,603 | Shares | Sole | 2025-02-27 |
| 2024-09-30 | $520,907 | 14,579 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $467,207 | 14,582 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $473,575 | 14,603 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $440,819 | 14,587 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $400,085 | 14,591 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $393,227 | 14,591 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $383,755 | 14,597 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $409,150 | 14,862 | Shares | Sole | 2023-02-13 |
| 2022-03-31 | $265,427 | 7,048 | Shares | Sole | 2022-04-20 |
| 2021-12-31 | $210,355 | 6,547 | Shares | Sole | 2022-01-21 |
| 2020-12-31 | $119,705 | 4,372 | Shares | Sole | 2021-02-12 |