Pinnacle Wealth Planning Services, Inc.: TSLA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pinnacle Wealth Planning Services, Inc. on TSLA, newest first. How the timeline and the estimate are built.
Pinnacle Wealth Planning Services, Inc. held 21,138 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 21,138 sharesChange vs previous 13F +361 shares
0.85% of the 13F portfolio, value $8,890,643.
13F-HR 0001726752-26-000004 filed by Pinnacle Wealth Planning Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 20,777 sharesChange vs previous 13F +443 shares
0.8% of the 13F portfolio, value $7,723,850.
13F-HR 0001726752-26-000003 filed by Pinnacle Wealth Planning Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 20,334 sharesChange vs previous 13F -156 shares
0.95% of the 13F portfolio, value $9,144,606.
13F-HR 0001726752-26-000001 filed by Pinnacle Wealth Planning Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 20,490 sharesChange vs previous 13F +1,708 shares
1.07% of the 13F portfolio, value $9,112,313.
13F-HR 0001726752-25-000007 filed by Pinnacle Wealth Planning Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 18,782 sharesChange vs previous 13F +1,730 shares
0.78% of the 13F portfolio, value $5,966,290.
13F-HR 0001726752-25-000006 filed by Pinnacle Wealth Planning Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 17,052 sharesChange vs previous 13F +2,216 shares
0.66% of the 13F portfolio, value $4,419,196.
13F-HR 0001726752-25-000004 filed by Pinnacle Wealth Planning Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 14,836 sharesChange vs previous 13F -3,382 shares
0.9% of the 13F portfolio, value $5,991,370.
13F-HR/A 0001726752-25-000002 filed by Pinnacle Wealth Planning Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 18,218 sharesChange vs previous 13F not available
0.65% of the 13F portfolio, value $4,766,375.
13F-HR 0001726752-24-000004 filed by Pinnacle Wealth Planning Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).