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Pinnacle Wealth Planning Services, Inc.: NWL position timeline

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

Pinnacle Wealth Planning Services, Inc. held 8,941 NWL 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 8,941 shares
    Change vs previous 13F +520 shares

    0.01% of the 13F portfolio, value $54,898.

    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 8,421 shares
    Change vs previous 13F +3,084 shares

    <0.01% of the 13F portfolio, value $28,884.

    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 5,337 shares
    Change vs previous 13F -12,482 shares

    <0.01% of the 13F portfolio, value $19,854.

    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 17,819 shares
    Change vs previous 13F +3,020 shares

    0.01% of the 13F portfolio, value $93,372.

    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 14,799 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $79,915.

    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).