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Pinnacle Wealth Planning Services, Inc.: TIPX position timeline

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

Pinnacle Wealth Planning Services, Inc. held 243,967 TIPX 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 243,967 shares
    Change vs previous 13F +10,052 shares

    0.44% of the 13F portfolio, value $4,618,300.

    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 233,915 shares
    Change vs previous 13F -370 shares

    0.46% of the 13F portfolio, value $4,488,821.

    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 234,285 shares
    Change vs previous 13F +6,914 shares

    0.47% of the 13F portfolio, value $4,470,155.

    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 227,371 shares
    Change vs previous 13F -3,513 shares

    0.51% of the 13F portfolio, value $4,385,996.

    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 230,884 shares
    Change vs previous 13F +5,666 shares

    0.58% of the 13F portfolio, value $4,419,125.

    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 225,218 shares
    Change vs previous 13F +10,935 shares

    0.65% of the 13F portfolio, value $4,321,934.

    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 214,283 shares
    Change vs previous 13F +5,470 shares

    0.6% of the 13F portfolio, value $3,962,093.

    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 208,813 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $3,957,005.

    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).