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Pinnacle Wealth Planning Services, Inc.: FLTR position timeline

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

Pinnacle Wealth Planning Services, Inc. held 3,153,628 FLTR 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 3,153,628 shares
    Change vs previous 13F -865,790 shares

    7.69% of the 13F portfolio, value $80,764,419.

    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 4,019,418 shares
    Change vs previous 13F -22,660 shares

    10.58% of the 13F portfolio, value $102,414,780.

    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 4,042,078 shares
    Change vs previous 13F -408,006 shares

    10.75% of the 13F portfolio, value $102,992,137.

    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 4,450,084 shares
    Change vs previous 13F +177,875 shares

    13.33% of the 13F portfolio, value $113,788,646.

    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 4,272,209 shares
    Change vs previous 13F +120,351 shares

    14.33% of the 13F portfolio, value $108,941,336.

    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 4,151,858 shares
    Change vs previous 13F +294,026 shares

    15.95% of the 13F portfolio, value $106,079,794.

    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 3,857,832 shares
    Change vs previous 13F -125,869 shares

    14.75% of the 13F portfolio, value $98,182,031.

    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 3,983,701 shares
    Change vs previous 13F not available

    12.38% of the 13F portfolio, value $91,114,473.

    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).