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Pinnacle Wealth Planning Services, Inc.: SMFG position timeline

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

Pinnacle Wealth Planning Services, Inc. held 32,865 SMFG 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 32,865 shares
    Change vs previous 13F -439 shares

    0.07% of the 13F portfolio, value $774,957.

    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 33,304 shares
    Change vs previous 13F -3,932 shares

    0.07% of the 13F portfolio, value $657,754.

    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 37,236 shares
    Change vs previous 13F +1,756 shares

    0.08% of the 13F portfolio, value $719,772.

    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 35,480 shares
    Change vs previous 13F -98 shares

    0.07% of the 13F portfolio, value $593,935.

    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 35,578 shares
    Change vs previous 13F +3,335 shares

    0.07% of the 13F portfolio, value $537,584.

    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 32,243 shares
    Change vs previous 13F +809 shares

    0.07% of the 13F portfolio, value $498,477.

    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 31,434 shares
    Change vs previous 13F -8,263 shares

    0.07% of the 13F portfolio, value $455,479.

    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).

  8. period ended2024-09-30
    13F 39,697 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $501,373.

    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).