Pinnacle Wealth Planning Services, Inc. quarter change: USA Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Pinnacle Wealth Planning Services, Inc. opened 0 positions, added to 2, reduced 0, sold out of 7 and left 0 unchanged. The largest increase in value was GATES INDL CORP PLC (+$32,731); the largest decrease was CARNIVAL CORP (-$318,842).
- CARNIVAL CORP: Country of operation —; Class COMMON STOCK; Shares 2026-03-31 12,320; Shares 2026-06-30 0.
- DUPONT DE NEMOURS INC: Country of operation United States; Class COM; Shares 2026-03-31 2,803; Shares 2026-06-30 0.
- ENVIRI CORP: Country of operation United States; Class COM; Shares 2026-03-31 1,741; Shares 2026-06-30 0.
- MARQETA INC: Country of operation United States; Class CLASS A COM; Shares 2026-03-31 1,520; Shares 2026-06-30 0.
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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Intrua Financial, LLC | United States | $0.969B | 459 |
| Bensler, LLC | United States | $0.969B | 194 |
| WNY Asset Management, LLC | United States | $0.967B | 249 |
| Stokes Family Office, LLC | United States | $0.969B | 276 |
| Great Lakes Retirement, Inc. | United States | $0.967B | 219 |
| Parkman Healthcare Partners LLC | United States | $0.970B | 90 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | United States | $0.970B | 217 |
| Cascade Financial Partners, LLC | United States | $0.970B | 266 |
| MANE GLOBAL CAPITAL MANAGEMENT LP | United States | $0.971B | 57 |
| TWINBEECH CAPITAL LP | United States | $0.965B | 536 |