Pinnacle Wealth Planning Services, Inc.: BDX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pinnacle Wealth Planning Services, Inc. on BDX, newest first. How the timeline and the estimate are built.
Pinnacle Wealth Planning Services, Inc. held 1,324 BDX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 1,324 sharesChange vs previous 13F -13 shares
0.02% of the 13F portfolio, value $200,285.
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 1,337 sharesChange vs previous 13F -1 shares
0.02% of the 13F portfolio, value $210,138.
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 1,338 sharesChange vs previous 13F -235 shares
0.03% of the 13F portfolio, value $259,569.
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 1,573 sharesChange vs previous 13F -8 shares
0.03% of the 13F portfolio, value $294,325.
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 1,581 sharesChange vs previous 13F +470 shares
0.04% of the 13F portfolio, value $272,327.
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 1,111 sharesChange vs previous 13F +13 shares
0.04% of the 13F portfolio, value $254,486.
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 1,098 sharesChange vs previous 13F -576 shares
0.04% of the 13F portfolio, value $249,103.
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 1,674 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $403,601.
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).