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Pinnacle Wealth Planning Services, Inc.: SPYV position timeline

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

Pinnacle Wealth Planning Services, Inc. held 626,738 SPYV 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 626,738 shares
    Change vs previous 13F +6,635 shares

    3.63% of the 13F portfolio, value $38,099,431.

    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 620,103 shares
    Change vs previous 13F +32,912 shares

    3.62% of the 13F portfolio, value $35,085,437.

    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 587,191 shares
    Change vs previous 13F +52,703 shares

    3.48% of the 13F portfolio, value $33,358,323.

    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 534,488 shares
    Change vs previous 13F +33,918 shares

    3.47% of the 13F portfolio, value $29,573,229.

    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 500,570 shares
    Change vs previous 13F +39,146 shares

    3.45% of the 13F portfolio, value $26,199,827.

    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 461,424 shares
    Change vs previous 13F +12,756 shares

    3.54% of the 13F portfolio, value $23,564,900.

    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 448,668 shares
    Change vs previous 13F +147 shares

    3.45% of the 13F portfolio, value $22,944,869.

    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 448,521 shares
    Change vs previous 13F not available

    3.22% of the 13F portfolio, value $23,708,820.

    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).