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Pinnacle Wealth Planning Services, Inc.: SW position timeline

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

Pinnacle Wealth Planning Services, Inc. held 4,672 SW 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 4,672 shares
    Change vs previous 13F -136 shares

    0.02% of the 13F portfolio, value $216,127.

    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 4,808 shares
    Change vs previous 13F -760 shares

    0.02% of the 13F portfolio, value $191,599.

    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 5,568 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $215,315.

    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).