Pinnacle Wealth Planning Services, Inc.: WH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pinnacle Wealth Planning Services, Inc. on WH, newest first. How the timeline and the estimate are built.
Pinnacle Wealth Planning Services, Inc. held 45 WH shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 45 sharesChange vs previous 13F -2,104 shares
<0.01% of the 13F portfolio, value $3,789.
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 2,149 sharesChange vs previous 13F +2,121 shares
0.02% of the 13F portfolio, value $174,563.
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 28 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $2,116.
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).