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Pinnacle Wealth Planning Services, Inc.: ET position timeline

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

Pinnacle Wealth Planning Services, Inc. held 2,146,965 ET 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 2,146,965 shares
    Change vs previous 13F -927,632 shares

    3.91% of the 13F portfolio, value $41,049,971.

    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 3,074,597 shares
    Change vs previous 13F -760,993 shares

    6.13% of the 13F portfolio, value $59,339,722.

    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 3,835,590 shares
    Change vs previous 13F -22,200 shares

    6.6% of the 13F portfolio, value $63,248,879.

    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 3,857,790 shares
    Change vs previous 13F -29,425 shares

    7.76% of the 13F portfolio, value $66,199,676.

    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 3,887,215 shares
    Change vs previous 13F +232,550 shares

    9.27% of the 13F portfolio, value $70,475,208.

    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 3,654,665 shares
    Change vs previous 13F -177,592 shares

    10.21% of the 13F portfolio, value $67,940,222.

    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 3,832,257 shares
    Change vs previous 13F -448,738 shares

    11.28% of the 13F portfolio, value $75,073,915.

    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 4,280,995 shares
    Change vs previous 13F not available

    9.33% of the 13F portfolio, value $68,709,970.

    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).