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Pinnacle Wealth Planning Services, Inc.: WMT position timeline

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

Pinnacle Wealth Planning Services, Inc. held 35,826 WMT 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 35,826 shares
    Change vs previous 13F +361 shares

    0.39% of the 13F portfolio, value $4,057,653.

    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 35,465 shares
    Change vs previous 13F +443 shares

    0.46% of the 13F portfolio, value $4,407,590.

    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 35,022 shares
    Change vs previous 13F +1,601 shares

    0.41% of the 13F portfolio, value $3,901,801.

    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 33,421 shares
    Change vs previous 13F +9,516 shares

    0.4% of the 13F portfolio, value $3,444,368.

    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 23,905 shares
    Change vs previous 13F +588 shares

    0.31% of the 13F portfolio, value $2,337,431.

    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 23,317 shares
    Change vs previous 13F +744 shares

    0.31% of the 13F portfolio, value $2,047,004.

    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 22,573 shares
    Change vs previous 13F -2,830 shares

    0.31% of the 13F portfolio, value $2,039,471.

    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 25,403 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,051,292.

    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).