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Pinnacle Wealth Planning Services, Inc.: BBHY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pinnacle Wealth Planning Services, Inc. on BBHY, newest first. How the timeline and the estimate are built.

Pinnacle Wealth Planning Services, Inc. held 126,774 BBHY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 126,774 shares
    Change vs previous 13F +7,996 shares

    0.56% of the 13F portfolio, value $5,843,645.

    13F-HR 0001726752-26-000004 filed by Pinnacle Wealth Planning Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 118,778 shares
    Change vs previous 13F +370 shares

    0.56% of the 13F portfolio, value $5,443,608.

    13F-HR 0001726752-26-000003 filed by Pinnacle Wealth Planning Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 118,408 shares
    Change vs previous 13F +5,704 shares

    0.57% of the 13F portfolio, value $5,505,953.

    13F-HR 0001726752-26-000001 filed by Pinnacle Wealth Planning Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 112,704 shares
    Change vs previous 13F +9,343 shares

    0.62% of the 13F portfolio, value $5,297,098.

    13F-HR 0001726752-25-000007 filed by Pinnacle Wealth Planning Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 103,361 shares
    Change vs previous 13F +5,801 shares

    0.63% of the 13F portfolio, value $4,820,754.

    13F-HR 0001726752-25-000006 filed by Pinnacle Wealth Planning Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 97,560 shares
    Change vs previous 13F +4,265 shares

    0.68% of the 13F portfolio, value $4,492,652.

    13F-HR 0001726752-25-000004 filed by Pinnacle Wealth Planning Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 93,295 shares
    Change vs previous 13F +5,904 shares

    0.65% of the 13F portfolio, value $4,299,031.

    13F-HR/A 0001726752-25-000002 filed by Pinnacle Wealth Planning Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 87,391 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $4,138,839.

    13F-HR 0001726752-24-000004 filed by Pinnacle Wealth Planning Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).