Pinnacle Wealth Planning Services, Inc.: EMLP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pinnacle Wealth Planning Services, Inc. on EMLP, newest first. How the timeline and the estimate are built.
Pinnacle Wealth Planning Services, Inc. held 197,600 EMLP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 197,600 sharesChange vs previous 13F +3,029 shares
0.82% of the 13F portfolio, value $8,595,615.
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 194,571 sharesChange vs previous 13F +4,237 shares
0.88% of the 13F portfolio, value $8,494,955.
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 190,334 sharesChange vs previous 13F +14,739 shares
0.75% of the 13F portfolio, value $7,207,932.
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 175,595 sharesChange vs previous 13F +9,149 shares
0.79% of the 13F portfolio, value $6,723,542.
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 166,446 sharesChange vs previous 13F +4,642 shares
0.82% of the 13F portfolio, value $6,243,392.
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 161,804 sharesChange vs previous 13F +6,344 shares
0.91% of the 13F portfolio, value $6,066,029.
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 155,460 sharesChange vs previous 13F +1,868 shares
0.83% of the 13F portfolio, value $5,542,140.
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 153,592 sharesChange vs previous 13F not available
0.7% of the 13F portfolio, value $5,160,678.
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).