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Pinnacle Wealth Planning Services, Inc.: SPSM position timeline

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

Pinnacle Wealth Planning Services, Inc. held 1,920,706 SPSM 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 1,920,706 shares
    Change vs previous 13F +49,667 shares

    10.55% of the 13F portfolio, value $110,767,107.

    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 1,871,039 shares
    Change vs previous 13F +61,540 shares

    9.34% of the 13F portfolio, value $90,408,585.

    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 1,809,499 shares
    Change vs previous 13F +56,885 shares

    8.85% of the 13F portfolio, value $84,793,140.

    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 1,752,614 shares
    Change vs previous 13F +92,383 shares

    9.51% of the 13F portfolio, value $81,181,101.

    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 1,660,231 shares
    Change vs previous 13F +45,940 shares

    9.3% of the 13F portfolio, value $70,725,823.

    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 1,614,291 shares
    Change vs previous 13F +102,520 shares

    9.89% of the 13F portfolio, value $65,798,486.

    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 1,511,771 shares
    Change vs previous 13F +3,594 shares

    10.2% of the 13F portfolio, value $67,908,746.

    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 1,508,177 shares
    Change vs previous 13F not available

    9.32% of the 13F portfolio, value $68,637,093.

    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).