$619 Million is the total value of Pinnacle Wealth Planning Services, Inc.'s 767 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 42.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FLTR | Buy | VANECK IG FLOATING RATE ETFetf | $80,279,095 | +14.3% | 3,618,396 | +12.6% | 12.96% | +11.0% |
| SPSM | Buy | SPDR PORTFOLIO S&P 600 SMALL CAP ETFetf | $54,423,366 | +14.8% | 1,401,220 | +11.6% | 8.79% | +11.5% |
| SPAB | Buy | SPDR PORTFOLIO AGGREGATE BOND ETFetf | $12,395,810 | +4.8% | 488,601 | +6.5% | 2.00% | +1.8% |
| EMTL | Buy | SPDR DOUBLELINE EMERGING MARKETS FIXED INCOME ETFetf | $6,750,742 | +3.1% | 164,935 | +3.0% | 1.09% | +0.2% |
| EFV | Buy | ISHARES MSCI EAFE VALUE INDEX ETFetf | $5,648,312 | +5.2% | 115,413 | +4.4% | 0.91% | +2.2% |
| FB | Buy | META PLATFORMS INC CL Astock | $4,731,152 | +35.8% | 16,486 | +0.3% | 0.76% | +32.0% |
| EFA | Buy | ISHARES MSCI EAFE ETFetf | $4,181,351 | +6.1% | 57,673 | +4.7% | 0.68% | +3.1% |
| GOOGL | Buy | GOOGLE INCstock | $4,046,100 | +23.6% | 33,802 | +7.2% | 0.65% | +20.0% |
| IVV | Buy | ISHARES S&P 500 INDEXetf | $3,781,850 | +14.5% | 8,485 | +5.6% | 0.61% | +11.3% |
| EMLP | Buy | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUNDetf | $3,717,377 | +5.1% | 137,681 | +3.7% | 0.60% | +2.0% |
| TIPX | Buy | SPDR BLOOMBERG 1-10 YEAR TIPS ETFetf | $3,274,803 | +0.5% | 177,400 | +3.6% | 0.53% | -2.4% |
| SPEM | Buy | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $3,228,351 | +4.6% | 93,902 | +3.9% | 0.52% | +1.6% |
| GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $2,922,998 | +17.3% | 24,163 | +0.9% | 0.47% | +14.0% |
| JNJ | Buy | JOHNSON & JOHNSON COMstock | $2,848,930 | +10.1% | 17,212 | +3.1% | 0.46% | +7.0% |
| JPM | Buy | JPMORGAN CHASE & CO COMstock | $2,659,443 | +19.9% | 18,286 | +7.4% | 0.43% | +16.5% |
| SHW | Buy | SHERWIN WILLIAMS CO COMstock | $2,385,963 | +21.1% | 8,986 | +2.5% | 0.38% | +17.7% |
| IJR | Buy | ISHARES S&P SMALLCAP 600 ETFetf | $1,997,584 | +10.3% | 20,046 | +7.0% | 0.32% | +7.3% |
| TSN | Buy | TYSON FOODS INC CL Astock | $1,631,723 | +15.3% | 31,970 | +34.0% | 0.26% | +12.3% |
| LOW | Buy | LOWES COS INC COMstock | $1,574,258 | +13.1% | 6,975 | +0.2% | 0.25% | +10.0% |
| NDSN | Buy | NORDSON CORPstock | $1,566,264 | +13.0% | 6,311 | +1.2% | 0.25% | +10.0% |
| ACN | Buy | ACCENTURE LTD BERMUDA CL Astock | $1,399,256 | +8.7% | 4,535 | +0.7% | 0.23% | +5.6% |
| ABT | Buy | ABBOTT LABS COMstock | $1,348,141 | +7.9% | 12,366 | +0.2% | 0.22% | +4.8% |
| MPC | Buy | MARATHON PETE CORPstock | $1,292,860 | -13.4% | 11,088 | +0.1% | 0.21% | -15.7% |
| RSP | Buy | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $1,243,808 | +16.1% | 8,312 | +12.2% | 0.20% | +12.9% |
| COST | Buy | COSTCO WHOLESALE CORPstock | $1,227,507 | +9.9% | 2,280 | +1.4% | 0.20% | +6.5% |
| HRL | Buy | HORMEL FOODS CORP COMstock | $1,213,277 | +48.9% | 30,166 | +47.6% | 0.20% | +45.2% |
| SPGI | Buy | S&P GLOBAL INC COMstock | $1,210,888 | +19.0% | 3,021 | +2.3% | 0.20% | +16.0% |
| MMC | Buy | MARSH & MCLENNAN COS INC COMstock | $1,186,408 | +13.0% | 6,308 | +0.0% | 0.19% | +9.7% |
| TJX | Buy | TJX COS INC NEW COMstock | $1,159,418 | +8.5% | 13,674 | +0.3% | 0.19% | +5.1% |
| INTU | Buy | INTUIT INCstock | $1,143,184 | +15.8% | 2,495 | +12.6% | 0.18% | +12.8% |
| AMD | Buy | ADVANCED MICRO DEVICES INC COMstock | $1,027,126 | +18.4% | 9,017 | +1.9% | 0.17% | +15.3% |
| HON | Buy | HONEYWELL INTL INCstock | $909,434 | +8.6% | 4,383 | +0.0% | 0.15% | +5.8% |
| ISRG | Buy | INTUITIVE SURGICAL, INC.stock | $884,599 | +44.5% | 2,587 | +7.9% | 0.14% | +40.2% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | $886,885 | +18.2% | 8,788 | +8.9% | 0.14% | +14.4% |
| INTC | Buy | INTEL CORP COMstock | $818,478 | +6.4% | 24,476 | +4.0% | 0.13% | +3.1% |
| FL | New | FOOT LOCKER INC COMstock | $759,866 | – | 28,029 | +100.0% | 0.12% | – |
| BP | Buy | BP PLC SPONSORED ADRadr | $720,516 | +39.3% | 20,417 | +49.7% | 0.12% | +34.9% |
| NEE | Buy | NEXTERA ENERGY INC COMstock | $698,444 | +29.5% | 9,413 | +34.5% | 0.11% | +25.6% |
| PGR | Buy | PROGRESSIVE CORP COMstock | $639,215 | -5.4% | 4,829 | +2.3% | 0.10% | -8.0% |
| VUSB | Buy | VANGUARD ULTRA-SHORT BOND ETFetf | $631,279 | +3.1% | 12,841 | +3.3% | 0.10% | 0.0% |
| SJM | Buy | J M SMUCKER CO NEWstock | $629,074 | -4.0% | 4,260 | +2.3% | 0.10% | -6.4% |
| IVE | Buy | ISHARES S&P 500 VALUE ETFetf | $622,193 | +173.3% | 3,860 | +157.3% | 0.10% | +163.2% |
| RIO | Buy | RIO TINTO PLC SPON ADRadr | $606,608 | +3.6% | 9,502 | +11.4% | 0.10% | +1.0% |
| GWX | Buy | SPDR INDEX SHS FDS S&P INTL SMALL CAP ETFetf | $604,243 | -3.7% | 366,747 | +7.2% | 0.10% | -5.8% |
| CB | Buy | CHUBB LIMITED COMstock | $521,067 | +0.4% | 2,706 | +1.2% | 0.08% | -2.3% |
| CSX | Buy | CSX CORPstock | $506,862 | +92.4% | 14,864 | +69.0% | 0.08% | +86.4% |
| APH | Buy | AMPHENOL CORP CL Astock | $509,955 | +4.2% | 6,003 | +0.2% | 0.08% | +1.2% |
| GM | Buy | GENERAL MOTORS CORPstock | $490,213 | +22.0% | 12,713 | +16.0% | 0.08% | +17.9% |
| Buy | GENERAL ELECTRIC CO COM NEWstock | $484,659 | +17.2% | 4,412 | +2.0% | 0.08% | +13.0% | |
| NVS | Buy | NOVARTIS AG ADRadr | $481,643 | +27.9% | 4,773 | +16.6% | 0.08% | +23.8% |
| New | THOMSON REUTERS CORPORATION (USA)stock | $483,625 | – | 3,584 | +100.0% | 0.08% | – | |
| DEO | Buy | DIAGEO PLCadr | $484,183 | +15.2% | 2,791 | +20.4% | 0.08% | +11.4% |
| CPRT | Buy | COPART INCstock | $468,272 | +23.0% | 5,134 | +1.4% | 0.08% | +20.6% |
| UNP | Buy | UNION PAC CORP COMstock | $461,418 | +10.8% | 2,255 | +9.0% | 0.08% | +8.7% |
| RDY | Buy | DR REDDYS LABS LTD ADRadr | $447,008 | +13.8% | 7,083 | +2.6% | 0.07% | +10.8% |
| PANW | Buy | PALO ALTO NETWORKS INC COMstock | $436,795 | +33.3% | 1,710 | +4.2% | 0.07% | +31.5% |
| BCS | Buy | BARCLAYS PLC ADRadr | $432,536 | +13.0% | 55,030 | +3.4% | 0.07% | +9.4% |
| ORLY | Buy | O REILLY AUTOMOTIVE INCstock | $432,751 | +15.3% | 453 | +2.5% | 0.07% | +12.9% |
| RMBS | Buy | RAMBUS INCstock | $429,362 | +96.0% | 6,691 | +56.6% | 0.07% | +91.7% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INCstock | $421,383 | +76.2% | 197 | +40.7% | 0.07% | +70.0% |
| BABA | Buy | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $403,164 | -13.8% | 4,837 | +5.7% | 0.06% | -16.7% |
| GPC | Buy | GENUINE PARTS CO COMstock | $393,291 | +1.8% | 2,324 | +0.7% | 0.06% | 0.0% |
| BUD | Buy | ANHEUSER BUSCHadr | $377,528 | -13.0% | 6,656 | +2.4% | 0.06% | -15.3% |
| PHM | Buy | PULTE GROUP INC COMstock | $374,417 | +34.3% | 4,820 | +0.8% | 0.06% | +30.4% |
| PXD | Buy | PIONEER NATURAL RESOURCES COstock | $364,016 | +14.6% | 1,757 | +13.0% | 0.06% | +11.3% |
| IVW | Buy | ISHARES S&P 500 GROWTH ETFetf | $363,395 | +69.5% | 5,156 | +53.6% | 0.06% | +63.9% |
| IQV | Buy | IQVIA HLDGS INC COMstock | $364,465 | +38.7% | 1,622 | +22.7% | 0.06% | +34.1% |
| MCK | Buy | MCKESSON CORPstock | $354,667 | +20.2% | 830 | +0.1% | 0.06% | +16.3% |
| WIT | Buy | WIPRO LTD SPON ADR 1 SHadr | $337,702 | +37.3% | 71,547 | +30.6% | 0.06% | +34.1% |
| INFY | Buy | INFOSYS LTD SPONSORED ADRadr | $328,005 | -7.7% | 20,411 | +0.2% | 0.05% | -10.2% |
| HSBC | Buy | HSBC HOLDINGS PLC SPONS ADRadr | $308,521 | +16.3% | 7,787 | +0.2% | 0.05% | +13.6% |
| KEP | Buy | KOREA ELECTRIC POWERCORP ADRadr | $308,117 | +13.3% | 39,757 | +1.4% | 0.05% | +11.1% |
| GNRC | Buy | GENERAC HLDGS INC COMstock | $305,418 | +39.5% | 2,048 | +1.0% | 0.05% | +36.1% |
| OXY | Buy | OCCIDENTAL PETE CORP COMstock | $299,821 | -4.0% | 5,099 | +1.9% | 0.05% | -7.7% |
| DD | Buy | DUPONT DE NEMOURS INC COMstock | $292,833 | +0.2% | 4,099 | +0.7% | 0.05% | -4.1% |
| BECN | Buy | BEACON ROOFING SUPPLYstock | $290,099 | +41.1% | 3,496 | +0.1% | 0.05% | +38.2% |
| EMB | Buy | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETFetf | $283,477 | +30.9% | 3,276 | +30.5% | 0.05% | +27.8% |
| USB | Buy | US BANCORP DEL COM NEWstock | $278,693 | +4.2% | 8,435 | +13.7% | 0.04% | +2.3% |
| PHG | Buy | KONINKLIJKE PHILIPS N V NY REGIS SHS NEWadr | $275,398 | +26.5% | 12,697 | +7.0% | 0.04% | +22.2% |
| AMN | Buy | AMN HEALTHCARE SVCS INC COMstock | $266,253 | +32.7% | 2,440 | +0.9% | 0.04% | +30.3% |
| BWA | Buy | BORG WARNER AUTOMOTIVE INCstock | $259,957 | +0.5% | 5,315 | +0.9% | 0.04% | -2.3% |
| OMCL | New | OMNICELL INCstock | $255,929 | – | 3,474 | +100.0% | 0.04% | – |
| IDXX | Buy | IDEXX LABS INCstock | $254,882 | +0.6% | 508 | +0.2% | 0.04% | -2.4% |
| CDW | Buy | CDW CORP COM USD0.01stock | $247,726 | -1.8% | 1,350 | +4.2% | 0.04% | -4.8% |
| FITB | Buy | FIFTH THIRD BANCORPstock | $246,794 | +3.7% | 9,416 | +5.4% | 0.04% | 0.0% |
| MCO | Buy | MOODYS CORPstock | $245,142 | +16.8% | 705 | +2.8% | 0.04% | +14.3% |
| FERG | Buy | FERGUSON PLC NEW SHSstock | $245,719 | +21.7% | 1,562 | +3.4% | 0.04% | +17.6% |
| CNMD | New | CONMED CORPstock | $249,358 | – | 1,835 | +100.0% | 0.04% | – |
| ODFL | Buy | OLD DOMINION FREIGHT LNS WITH STOCK SPLIT SHARESstock | $245,884 | +8.6% | 665 | +0.2% | 0.04% | +5.3% |
| HPQ | Buy | HP INC COMstock | $241,135 | +5.2% | 7,852 | +0.5% | 0.04% | +2.6% |
| VMC | New | VULCAN MATLS CO COMstock | $233,331 | – | 1,035 | +100.0% | 0.04% | – |
| IBP | New | INSTALLED BLDG PRODS INC COMstock | $233,086 | – | 1,663 | +100.0% | 0.04% | – |
| NSIT | Buy | INSIGHT ENTERPRISES INC COMstock | $238,388 | +3.2% | 1,629 | +0.8% | 0.04% | 0.0% |
| IR | Buy | INGERSOLL RAND INC COMstock | $229,479 | +13.0% | 3,511 | +0.5% | 0.04% | +8.8% |
| FMX | New | FOMENTO ECONOMICO MEXICANO SA DE C.V. NEW SPONS ADR REPSTG UNIT 1 SER B SHadr | $226,889 | – | 2,047 | +100.0% | 0.04% | – |
| RCL | New | ROYAL CARRIBBEAN CRUISES LTDstock | $228,747 | – | 2,205 | +100.0% | 0.04% | – |
| SHOP | New | SHOPIFY INC CL Astock | $228,555 | – | 3,538 | +100.0% | 0.04% | – |
| LEN | New | LENNAR CORP CL Astock | $227,939 | – | 1,819 | +100.0% | 0.04% | – |
| New | CONSTELLATION ENERGY CORP COMstock | $226,220 | – | 2,471 | +100.0% | 0.04% | – | |
| KNSL | New | KINSALE CAP GROUP INC COMstock | $221,152 | – | 591 | +100.0% | 0.04% | – |
| MLM | New | MARTIN MARIETTA MATLS INCstock | $220,226 | – | 477 | +100.0% | 0.04% | – |
| CGNX | New | COGNEX CORPstock | $223,632 | – | 3,992 | +100.0% | 0.04% | – |
| HSIC | Buy | HENRY SCHEIN INCstock | $225,458 | -0.1% | 2,780 | +0.4% | 0.04% | -5.3% |
| TLK | New | P T TELEKOMUNIKASI INDONESIA SPONSORED ADRadr | $215,654 | – | 8,086 | +100.0% | 0.04% | – |
| NMR | Buy | NOMURA HLDGS INC SPON ADRadr | $219,654 | +4.3% | 57,351 | +3.5% | 0.04% | 0.0% |
| BIIB | Buy | BIOGEN IDEC INCstock | $219,619 | +2.9% | 771 | +0.4% | 0.04% | 0.0% |
| TSCO | Buy | TRACTOR SUPPLY COstock | $216,015 | -4.9% | 977 | +1.1% | 0.04% | -7.9% |
| CARR | New | CARRIER GLOBAL CORPORATION COMstock | $211,168 | – | 4,248 | +100.0% | 0.03% | – |
| OTIS | New | OTIS WORLDWIDE CORP COMstock | $212,645 | – | 2,389 | +100.0% | 0.03% | – |
| New | GSK PLC SPONSORED ADRadr | $211,239 | – | 5,927 | +100.0% | 0.03% | – | |
| YEXT | Buy | YEXT INC COMstock | $212,933 | +17.9% | 18,827 | +0.1% | 0.03% | +13.3% |
| GDV | New | GABELLI DIV AND INC TRcef | $208,426 | – | 9,864 | +100.0% | 0.03% | – |
| FTV | New | FORTIVE CORP COMstock | $207,487 | – | 2,775 | +100.0% | 0.03% | – |
| BR | New | BROADRIDGE FIN SOLstock | $207,368 | – | 1,252 | +100.0% | 0.03% | – |
| PCAR | New | PACCAR INC COMstock | $205,193 | – | 2,453 | +100.0% | 0.03% | – |
| FNX | New | FIRST TRUST MID CAP CORE ALPHADEX FUNDetf | $201,983 | – | 2,097 | +100.0% | 0.03% | – |
| EXAS | New | EXACT SCIENCES CORP COMstock | $203,294 | – | 2,165 | +100.0% | 0.03% | – |
| BAX | New | BAXTER INTL INC COMstock | $201,466 | – | 4,422 | +100.0% | 0.03% | – |
| XRAY | New | DENTSPLY INTL INC (NEW)stock | $206,543 | – | 5,161 | +100.0% | 0.03% | – |
| ON | New | ON SEMICONDUCTOR CORP COMstock | $203,347 | – | 2,150 | +100.0% | 0.03% | – |
| TM | New | TOYOTA MOTOR CORP ADSadr | $203,349 | – | 1,265 | +100.0% | 0.03% | – |
| FN | New | FABRINET SHSstock | $200,405 | – | 1,543 | +100.0% | 0.03% | – |
| GLDD | Buy | GREAT LAKES DREDGE & DOCK CORPORATIONstock | $158,312 | +52.0% | 19,401 | +1.1% | 0.03% | +52.9% |
| TME | Buy | TENCENT MUSIC ENTMT GROUP SPON ADSadr | $154,500 | -10.7% | 20,935 | +0.2% | 0.02% | -13.8% |
| CX | Buy | CEMEX SAB DE CV SPON ADR NEWadr | $145,749 | +28.0% | 20,586 | +0.0% | 0.02% | +26.3% |
| AROC | Buy | ARCHROCK INC COMstock | $147,847 | +44.6% | 14,424 | +37.9% | 0.02% | +41.2% |
| ETRN | New | EQUITRANS MIDSTREAM CORP COMstock | $144,127 | – | 15,076 | +100.0% | 0.02% | – |
| FSD | New | FIRST TRUST HIGH INCOME LONG SHORT FUNDcef | $142,050 | – | 12,417 | +100.0% | 0.02% | – |
| CVBF | New | CVB FINANCIAL CPstock | $135,137 | – | 10,176 | +100.0% | 0.02% | – |
| NEA | New | NUVEEN INSD TAX FREE ADV TAX FREE ADVANTAGE MUNIcef | $123,411 | – | 11,291 | +100.0% | 0.02% | – |
| JQC | Buy | NUVEEN CREDIT STRATEGIES INCOMEcef | $123,508 | -0.8% | 24,457 | +0.4% | 0.02% | -4.8% |
| OPI | New | OFFICE PPTYS INCOME TR COM SHS BEN INTreit | $115,600 | – | 15,013 | +100.0% | 0.02% | – |
| CBAN | New | COLONY BANKCORP INC COMstock | $119,493 | – | 12,685 | +100.0% | 0.02% | – |
| VTRS | New | VIATRIS INC COMstock | $115,030 | – | 11,526 | +100.0% | 0.02% | – |
| IGR | Buy | CBRA CLARION GLOBAL REAL ESTATE INCOMEcef | $119,610 | +12.6% | 22,870 | +14.4% | 0.02% | +5.6% |
| CLPR | New | CLIPPER RLTY INC COMreit | $111,818 | – | 19,721 | +100.0% | 0.02% | – |
| UNIT | Buy | UNITI GROUP INC COMreit | $111,730 | +32.0% | 24,184 | +1.4% | 0.02% | +28.6% |
| CIO | New | CITY OFFICE REIT INC COMreit | $113,372 | – | 20,354 | +100.0% | 0.02% | – |
| FSR | New | FISKER INC CL A COM STKstock | $113,031 | – | 20,041 | +100.0% | 0.02% | – |
| GPMT | New | GRANITE PT MTG TR INC COMreit | $113,950 | – | 21,500 | +100.0% | 0.02% | – |
| PGRE | Buy | PARAMOUNT GROUP INC COMreit | $104,428 | -2.8% | 23,573 | +0.0% | 0.02% | -5.6% |
| WIW | Buy | WESTERN ASSET CLAYMORE INFLATION LINKED OPPORTUNITIES AND INCOMEcef | $99,985 | -2.8% | 11,285 | +0.4% | 0.02% | -5.9% |
| LPL | Buy | LG PHILIPS LCD CO LTD SPONSORED ADR REP 0.5 ORD SHSadr | $98,178 | -4.6% | 16,201 | +0.4% | 0.02% | -5.9% |
| BBD | Buy | BANCO BRADESCO S A SPONS ADR REPSTG PFDadr | $79,625 | +48.1% | 23,013 | +12.2% | 0.01% | +44.4% |
| CFFN | New | CAPITOL FEDERAL FINANCIALstock | $74,354 | – | 12,051 | +100.0% | 0.01% | – |
| JPS | New | NUVEEN QUALITY PFD INCOME FD 2cef | $74,627 | – | 11,697 | +100.0% | 0.01% | – |
| TKC | Buy | TURKCELL ILETISIM HIZMETLERI SPON ADR NEWadr | $65,688 | -16.7% | 18,400 | +0.3% | 0.01% | -15.4% |
| HPP | New | HUDSON PAC PPTYS INCreit | $46,842 | – | 11,100 | +100.0% | 0.01% | – |
| NCV | New | VIRTUS CONVERTIBLE & INCOME FD COMcef | $42,623 | – | 12,248 | +100.0% | 0.01% | – |
| PLM | New | POLYMET MNG CORP COM NEWstock | $19,383 | – | 24,536 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 24 | Q3 2023 | 8.8% |
| SPDR PORTFOLIO AGGREGATE BOND ETF | 24 | Q3 2023 | 6.4% |
| SPDR PORTFOLIO S&P 500 VALUE ETF | 24 | Q3 2023 | 5.1% |
| SPDR PORTFOLIO S&P 500 GROWTH ETF | 24 | Q3 2023 | 4.5% |
| MICROSOFT CORP COM | 24 | Q3 2023 | 2.5% |
| ISHARES MSCI EAFE ETF | 24 | Q3 2023 | 6.8% |
| SPDR PORTFOLIO S&P 500 ETF | 24 | Q3 2023 | 2.7% |
| WISDOMTREE INTERNATIONAL EQUITY FUND | 24 | Q3 2023 | 2.6% |
| ISHARES RUSSELL 1000 VALUE ETF | 24 | Q3 2023 | 4.2% |
| ISHARES CORE U.S. AGGREGATE BOND ETF | 24 | Q3 2023 | 12.1% |
View Pinnacle Wealth Planning Services, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-01-21 |
View Pinnacle Wealth Planning Services, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.