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Pinnacle Wealth Planning Services, Inc.: SCHG position timeline

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

Pinnacle Wealth Planning Services, Inc. held 9,294 SCHG 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 9,294 shares
    Change vs previous 13F +304 shares

    0.03% of the 13F portfolio, value $314,509.

    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 8,990 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $261,879.

    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 8,990 shares
    Change vs previous 13F +584 shares

    0.03% of the 13F portfolio, value $293,254.

    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 8,406 shares
    Change vs previous 13F -4,249 shares

    0.03% of the 13F portfolio, value $268,235.

    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 12,655 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $369,653.

    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).