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Pinnacle Wealth Planning Services, Inc.: IVV position timeline

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

Pinnacle Wealth Planning Services, Inc. held 8,690 IVV 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 8,690 shares
    Change vs previous 13F -36 shares

    0.62% of the 13F portfolio, value $6,507,854.

    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 8,726 shares
    Change vs previous 13F +425 shares

    0.59% of the 13F portfolio, value $5,699,910.

    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 8,301 shares
    Change vs previous 13F -370 shares

    0.59% of the 13F portfolio, value $5,685,687.

    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 8,671 shares
    Change vs previous 13F +252 shares

    0.68% of the 13F portfolio, value $5,803,500.

    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 8,419 shares
    Change vs previous 13F +415 shares

    0.69% of the 13F portfolio, value $5,227,357.

    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 8,004 shares
    Change vs previous 13F -353 shares

    0.68% of the 13F portfolio, value $4,497,448.

    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 8,357 shares
    Change vs previous 13F +39 shares

    0.74% of the 13F portfolio, value $4,919,599.

    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 8,318 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $4,797,989.

    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).