Pinnacle Wealth Planning Services, Inc.: KGC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pinnacle Wealth Planning Services, Inc. on KGC, newest first. How the timeline and the estimate are built.
Pinnacle Wealth Planning Services, Inc. held 15,627 KGC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 15,627 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $369,110.
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 15,627 sharesChange vs previous 13F -3,313 shares
0.05% of the 13F portfolio, value $476,936.
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 18,940 sharesChange vs previous 13F -161 shares
0.06% of the 13F portfolio, value $533,350.
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 19,101 sharesChange vs previous 13F -3,310 shares
0.06% of the 13F portfolio, value $474,660.
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 22,411 sharesChange vs previous 13F -5,274 shares
0.05% of the 13F portfolio, value $350,284.
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 27,685 sharesChange vs previous 13F +367 shares
0.05% of the 13F portfolio, value $349,108.
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 27,318 sharesChange vs previous 13F -15,757 shares
0.04% of the 13F portfolio, value $253,238.
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 43,075 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $403,182.
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).