Pinnacle Wealth Planning Services, Inc.: WTFC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pinnacle Wealth Planning Services, Inc. on WTFC, newest first. How the timeline and the estimate are built.
Pinnacle Wealth Planning Services, Inc. held 480 WTFC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 480 sharesChange vs previous 13F -47 shares
0.01% of the 13F portfolio, value $77,146.
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 527 sharesChange vs previous 13F -191 shares
0.01% of the 13F portfolio, value $73,221.
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 718 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $100,391.
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).