Pinnacle Wealth Planning Services, Inc. quarter change: Foreign Preferred Shares, Unchanged
In preferred shares (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Pinnacle Wealth Planning Services, Inc. opened 0 positions, added to 1, reduced 1, sold out of 0 and left 2 unchanged. The largest increase in value was GGB (+$3,969); the largest decrease was ITUB (-$6,577).
- GGB: Country of operation —; Class SPON ADR REP PFD; Shares 2026-03-31 9,232; Shares 2026-06-30 9,232.
- BBD: Country of operation —; Class SP ADR PFD NEW; Shares 2026-03-31 157; Shares 2026-06-30 157.
Two Form 13F-HR filings compared (SEC CIK 1726752): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-08-07). 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; share change is the position change.
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