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Pinnacle Wealth Planning Services, Inc.: SPEM position timeline

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

Pinnacle Wealth Planning Services, Inc. held 110,268 SPEM 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 110,268 shares
    Change vs previous 13F -1,402 shares

    0.54% of the 13F portfolio, value $5,709,694.

    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 111,670 shares
    Change vs previous 13F +2,765 shares

    0.54% of the 13F portfolio, value $5,238,451.

    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 108,905 shares
    Change vs previous 13F +7,442 shares

    0.53% of the 13F portfolio, value $5,097,856.

    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 101,463 shares
    Change vs previous 13F +7,673 shares

    0.56% of the 13F portfolio, value $4,749,505.

    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 93,790 shares
    Change vs previous 13F +4,494 shares

    0.53% of the 13F portfolio, value $4,008,604.

    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 89,296 shares
    Change vs previous 13F -1,407 shares

    0.53% of the 13F portfolio, value $3,515,583.

    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 90,703 shares
    Change vs previous 13F -1,571 shares

    0.52% of the 13F portfolio, value $3,480,259.

    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 92,274 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $3,809,086.

    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).