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Pinnacle Wealth Planning Services, Inc.: SPAB position timeline

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

Pinnacle Wealth Planning Services, Inc. held 1,042,937 SPAB 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 1,042,937 shares
    Change vs previous 13F +84,914 shares

    2.54% of the 13F portfolio, value $26,615,757.

    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 958,023 shares
    Change vs previous 13F +10,194 shares

    2.54% of the 13F portfolio, value $24,544,541.

    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 947,829 shares
    Change vs previous 13F +85,091 shares

    2.55% of the 13F portfolio, value $24,406,608.

    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 862,738 shares
    Change vs previous 13F +70,755 shares

    2.61% of the 13F portfolio, value $22,301,765.

    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 791,983 shares
    Change vs previous 13F +18,678 shares

    2.67% of the 13F portfolio, value $20,274,765.

    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 773,305 shares
    Change vs previous 13F +40,010 shares

    2.97% of the 13F portfolio, value $19,750,198.

    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 733,295 shares
    Change vs previous 13F +53,876 shares

    2.75% of the 13F portfolio, value $18,325,031.

    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 679,419 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $17,760,015.

    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).