Skip to content
Disclosery

Pinnacle Wealth Planning Services, Inc.: GRC position timeline

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

Pinnacle Wealth Planning Services, Inc. held 17,167 GRC 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 17,167 shares
    Change vs previous 13F -2,371 shares

    0.15% of the 13F portfolio, value $1,574,901.

    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 19,538 shares
    Change vs previous 13F -2,100 shares

    0.13% of the 13F portfolio, value $1,213,896.

    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 21,638 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,033,215.

    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 21,638 shares
    Change vs previous 13F +1,000 shares

    0.12% of the 13F portfolio, value $1,004,220.

    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 20,638 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $757,827.

    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 20,638 shares
    Change vs previous 13F +4,422 shares

    0.11% of the 13F portfolio, value $724,394.

    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 16,216 shares
    Change vs previous 13F +7,294 shares

    0.09% of the 13F portfolio, value $614,911.

    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 8,922 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $347,512.

    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).