Pinnacle Wealth Planning Services, Inc.: AMP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pinnacle Wealth Planning Services, Inc. on AMP, newest first. How the timeline and the estimate are built.
Pinnacle Wealth Planning Services, Inc. held 844 AMP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 844 sharesChange vs previous 13F -11 shares
0.04% of the 13F portfolio, value $387,193.
13F-HR 0001726752-26-000004 filed by Pinnacle Wealth Planning Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 855 sharesChange vs previous 13F +24 shares
0.04% of the 13F portfolio, value $379,962.
13F-HR 0001726752-26-000003 filed by Pinnacle Wealth Planning Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 831 sharesChange vs previous 13F -14 shares
0.04% of the 13F portfolio, value $407,473.
13F-HR 0001726752-26-000001 filed by Pinnacle Wealth Planning Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 845 sharesChange vs previous 13F -14 shares
0.05% of the 13F portfolio, value $415,106.
13F-HR 0001726752-25-000007 filed by Pinnacle Wealth Planning Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 859 sharesChange vs previous 13F +130 shares
0.06% of the 13F portfolio, value $458,474.
13F-HR 0001726752-25-000006 filed by Pinnacle Wealth Planning Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 729 sharesChange vs previous 13F +26 shares
0.05% of the 13F portfolio, value $352,916.
13F-HR 0001726752-25-000004 filed by Pinnacle Wealth Planning Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 703 sharesChange vs previous 13F -261 shares
0.06% of the 13F portfolio, value $374,298.
13F-HR/A 0001726752-25-000002 filed by Pinnacle Wealth Planning Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 964 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $452,887.
13F-HR 0001726752-24-000004 filed by Pinnacle Wealth Planning Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).