Pinnacle Wealth Planning Services, Inc.
Position in WOR — Worthington Enterprises, Inc.
CIK 1726752
MANSFIELD, OH
Position in WOR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$37,954
+$2,134 QoQ
Shares Held
706
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#216
of 286 holders
Holding Since
Dec 2020
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WOR Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $586,904 across 9 Metal Fabrication names. WOR ranks #7 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATI |
Ati Inc
|
1,150 | $226,665 | |
| 2 | CRS |
Carpenter Technology Corp
|
162 | $99,928 | |
| 3 | CMC |
COMMERCIAL METALS Co
|
868 | $54,467 | |
| 4 | MLI |
Mueller Industries Inc
|
794 | $48,803 | |
| 5 | PRLB |
Proto Labs Inc
|
562 | $45,808 | |
| 6 | RYZ |
Ryerson Holding Corp
|
1,631 | $40,138 | |
| 7 | WOR |
Worthington Enterprises, Inc.
This page
|
706 | $37,954 | |
| 8 | ESAB |
ESAB Corp
|
295 | $29,095 |
All Filings in WOR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,954 | 706 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $35,820 | 687 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $35,377 | 686 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $20,792 | 405 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||