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Pinnacle Wealth Planning Services, Inc.: DWM position timeline

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

Pinnacle Wealth Planning Services, Inc. held 15,793 DWM 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 15,793 shares
    Change vs previous 13F -1,486 shares

    0.11% of the 13F portfolio, value $1,156,305.

    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 17,279 shares
    Change vs previous 13F -2,033 shares

    0.12% of the 13F portfolio, value $1,207,669.

    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 19,312 shares
    Change vs previous 13F -1,440 shares

    0.14% of the 13F portfolio, value $1,327,900.

    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 20,752 shares
    Change vs previous 13F -1,689 shares

    0.16% of the 13F portfolio, value $1,374,157.

    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 22,441 shares
    Change vs previous 13F +418 shares

    0.19% of the 13F portfolio, value $1,426,343.

    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 22,023 shares
    Change vs previous 13F -5,150 shares

    0.19% of the 13F portfolio, value $1,280,766.

    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 27,173 shares
    Change vs previous 13F -4,058 shares

    0.22% of the 13F portfolio, value $1,431,893.

    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 31,231 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,797,553.

    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).