Advertisement
Screener

Pinnacle Wealth Planning Services, Inc. Historic Quarter Change: USA Options, Sold Out

Pinnacle Wealth Planning Services, Inc. historic quarter change: USA Options, Sold out

In put and call options, at their filed underlying value (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Pinnacle Wealth Planning Services, Inc. opened 0 positions, added to 0, reduced 0 and sold out of 1.

  • Q1 2024: Stock INTC; Country of operation United States; Class Stock · Call; Shares before 500.

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.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2024INTC
INTEL CORP COM
United StatesStock · Call5000-500$25$0-$252024-05-10

Similar Firms

Firm NameCountry13F ValueHoldings
Intrua Financial, LLCUnited States$0.969B459
Bensler, LLCUnited States$0.969B194
WNY Asset Management, LLCUnited States$0.967B249
Stokes Family Office, LLCUnited States$0.969B276
Great Lakes Retirement, Inc.United States$0.967B219
Parkman Healthcare Partners LLCUnited States$0.970B90
LIBERTY ONE INVESTMENT MANAGEMENT, LLCUnited States$0.970B217
Cascade Financial Partners, LLCUnited States$0.970B266
MANE GLOBAL CAPITAL MANAGEMENT LPUnited States$0.971B57
TWINBEECH CAPITAL LPUnited States$0.965B536