Pinnacle Wealth Planning Services, Inc.: CP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pinnacle Wealth Planning Services, Inc. on CP, newest first. How the timeline and the estimate are built.
Pinnacle Wealth Planning Services, Inc. held 6,846 CP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 6,846 sharesChange vs previous 13F -1,795 shares
0.06% of the 13F portfolio, value $593,206.
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 8,641 sharesChange vs previous 13F -733 shares
0.07% of the 13F portfolio, value $679,701.
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 9,374 sharesChange vs previous 13F +354 shares
0.07% of the 13F portfolio, value $690,208.
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 9,020 sharesChange vs previous 13F -1,002 shares
0.08% of the 13F portfolio, value $671,900.
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 10,022 sharesChange vs previous 13F -1,043 shares
0.1% of the 13F portfolio, value $794,404.
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 11,065 sharesChange vs previous 13F +522 shares
0.12% of the 13F portfolio, value $776,839.
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 10,543 sharesChange vs previous 13F -1,697 shares
0.11% of the 13F portfolio, value $762,961.
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 12,240 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $1,046,955.
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).