Skip to content
Disclosery

Pinnacle Wealth Planning Services, Inc.: VCSH position timeline

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

Pinnacle Wealth Planning Services, Inc. held 38,327 VCSH 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 38,327 shares
    Change vs previous 13F +2,533 shares

    0.29% of the 13F portfolio, value $3,029,008.

    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 35,794 shares
    Change vs previous 13F +9,009 shares

    0.29% of the 13F portfolio, value $2,837,384.

    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 26,785 shares
    Change vs previous 13F -4,478 shares

    0.22% of the 13F portfolio, value $2,135,534.

    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 31,263 shares
    Change vs previous 13F +15,900 shares

    0.29% of the 13F portfolio, value $2,498,888.

    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 15,363 shares
    Change vs previous 13F +2,482 shares

    0.16% of the 13F portfolio, value $1,221,339.

    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 12,881 shares
    Change vs previous 13F +7,528 shares

    0.15% of the 13F portfolio, value $1,016,815.

    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 5,353 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $417,573.

    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).