Pinnacle Wealth Planning Services, Inc.
Holdings in WSBF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $21,200 | 1,281 | Shares | Sole | 2026-02-13 |
| 2024-09-30 | $204,050 | 13,881 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $177,537 | 13,881 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $168,931 | 13,881 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $197,110 | 13,881 | Shares | Sole | 2024-02-08 |
| 2020-12-31 | $941 | 50 | Shares | Sole | 2021-02-12 |