Pinnacle Wealth Planning Services, Inc.: NVO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pinnacle Wealth Planning Services, Inc. on NVO, newest first. How the timeline and the estimate are built.
Pinnacle Wealth Planning Services, Inc. held 18,951 NVO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 18,951 sharesChange vs previous 13F +1,729 shares
0.09% of the 13F portfolio, value $908,487.
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 17,222 sharesChange vs previous 13F +3,261 shares
0.07% of the 13F portfolio, value $632,890.
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 13,961 sharesChange vs previous 13F -3,199 shares
0.07% of the 13F portfolio, value $710,310.
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 17,160 sharesChange vs previous 13F -1,630 shares
0.11% of the 13F portfolio, value $952,181.
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 18,790 sharesChange vs previous 13F +3,477 shares
0.17% of the 13F portfolio, value $1,296,886.
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 15,313 sharesChange vs previous 13F +1,053 shares
0.16% of the 13F portfolio, value $1,063,335.
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 14,260 sharesChange vs previous 13F -2,451 shares
0.18% of the 13F portfolio, value $1,226,645.
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 16,711 sharesChange vs previous 13F not available
0.27% of the 13F portfolio, value $1,989,779.
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).