Pinnacle Wealth Planning Services, Inc. historic quarter change: USA Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Pinnacle Wealth Planning Services, Inc. opened 4 positions, added to 3, reduced 4 and sold out of 6.
- Q1 2026: Stock ABRDN GLOBAL PREMIER PPTYS F; Country of operation United States; Class COM SH BEN INT; Shares before 4,106.
- Q1 2025: Stock VIRTUS CONV & INCOME FD; Country of operation United States; Class COM; Shares before 22,721.
- Q4 2024: Stock VIRTUS CONVERTIBLE & INC FD II COM; Country of operation United States; Class CEF; Shares before 21,430.
- Q4 2024: Stock VIRTUS CONVERTIBLE & INCOME FD COM; Country of operation United States; Class CEF; Shares before 15,845.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1726752), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-11); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-27); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-12-31.
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