Pinnacle Wealth Planning Services, Inc.
Position in WIW — Western Asset Inflation-Linked Opportunities & Income Fund
CIK 1726752
MANSFIELD, OH
Position in WIW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$81,186
+$4,048 QoQ
Shares Held
9,665
+6.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#75
of 100 holders
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WIW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $14,362,753 across 155 Asset Management names. WIW ranks #34 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSK |
FS KKR Capital Corp
|
234,924 | $2,466,702 | |
| 2 | KKR |
KKR & Co. Inc.
|
19,207 | $1,762,818 | |
| 3 | BLK |
BlackRock, Inc.
|
1,133 | $1,089,447 | |
| 4 | BX |
Blackstone Inc.
|
3,883 | $456,912 | |
| 5 | WT |
WisdomTree, Inc.
|
23,920 | $405,204 | |
| 6 | AMP |
Ameriprise Financial Inc
|
844 | $387,193 | |
| 7 | ARCC |
Ares Capital Corp
|
20,445 | $378,845 | |
| 8 | DSU |
Blackrock Debt Strategies Fund, Inc.
|
35,978 | $348,986 |
All Filings in WIW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,186 | 9,665 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $77,138 | 9,118 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $94,060 | 10,950 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $100,883 | 11,348 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $105,715 | 12,068 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $106,578 | 12,125 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $85,652 | 10,357 | Shares | Sole | 2025-02-27 | |
| 2024-06-30 | $115,446 | 13,566 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $115,521 | 13,386 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $113,542 | 13,096 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $108,068 | 13,131 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $99,985 | 11,285 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $102,836 | 11,239 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $96,376 | 10,556 | Shares | Sole | 2023-02-13 | |
| 2020-12-31 | $31,707 | 2,555 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||