Position in ZD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$107,201
+$21,435 QoQ
Shares Held
2,047
+0.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#187
of 264 holders
Holding Since
Dec 2020
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ZD Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $475,114 across 7 Advertising Agencies names. ZD ranks #2 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
|
504 | $259,675 | |
| 2 | ZD |
Ziff Davis, Inc.
This page
|
2,047 | $107,201 | |
| 3 | OMC |
Omnicom Group Inc.
|
751 | $54,695 | |
| 4 | MGNI |
Magnite, Inc.
|
1,476 | $28,014 | |
| 5 | QNST |
Quinstreet, Inc
|
604 | $8,848 | |
| 6 | TTD |
Trade Desk, Inc.
|
470 | $8,497 | |
| 7 | DV |
DoubleVerify Holdings, Inc.
|
755 | $8,184 |
All Filings in ZD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,201 | 2,047 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $85,766 | 2,044 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $70,405 | 2,003 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $4,298 | 44 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||