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Disclosery

Pinnacle Wealth Planning Services, Inc.: NVS position timeline

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

Pinnacle Wealth Planning Services, Inc. held 6,438 NVS 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 6,438 shares
    Change vs previous 13F +798 shares

    0.1% of the 13F portfolio, value $1,008,963.

    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 5,640 shares
    Change vs previous 13F +1,344 shares

    0.09% of the 13F portfolio, value $861,510.

    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 4,296 shares
    Change vs previous 13F -54 shares

    0.06% of the 13F portfolio, value $592,290.

    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 4,350 shares
    Change vs previous 13F +562 shares

    0.07% of the 13F portfolio, value $557,844.

    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 3,788 shares
    Change vs previous 13F +1,604 shares

    0.06% of the 13F portfolio, value $458,386.

    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 2,184 shares
    Change vs previous 13F +2,184 shares

    0.04% of the 13F portfolio, value $243,472.

    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 0 shares
    Change vs previous 13F -3,863 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 3,863 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $444,322.

    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).