Pinnacle Wealth Planning Services, Inc.: MDT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pinnacle Wealth Planning Services, Inc. on MDT, newest first. How the timeline and the estimate are built.
Pinnacle Wealth Planning Services, Inc. held 6,514 MDT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 6,514 sharesChange vs previous 13F -1,507 shares
0.05% of the 13F portfolio, value $509,590.
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 8,021 sharesChange vs previous 13F +2,762 shares
0.07% of the 13F portfolio, value $695,020.
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 5,259 sharesChange vs previous 13F +117 shares
0.05% of the 13F portfolio, value $505,180.
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 5,142 sharesChange vs previous 13F +689 shares
0.06% of the 13F portfolio, value $489,724.
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 4,453 sharesChange vs previous 13F +215 shares
0.05% of the 13F portfolio, value $388,168.
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 4,238 sharesChange vs previous 13F +363 shares
0.06% of the 13F portfolio, value $380,827.
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 3,875 sharesChange vs previous 13F +55 shares
0.05% of the 13F portfolio, value $309,535.
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 3,820 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $343,915.
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).