Pinnacle Wealth Planning Services, Inc.
All 13F Filings
- Location
- Mansfield, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,049,894
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 2,749 | 1,049,894 | 13F-HR | Pinnacle Wealth Planning Services, Inc. |
| Q1 2026 | 5/11/2026 | 2,737 | 968,023 | 13F-HR | Pinnacle Wealth Planning Services, Inc. |
| Q4 2025 | 2/13/2026 | 2,751 | 957,770 | 13F-HR | Pinnacle Wealth Planning Services, Inc. |
| Q3 2025 | 11/13/2025 | 484 | 853,434 | 13F-HR | Pinnacle Wealth Planning Services, Inc. |
| Q2 2025 | 8/11/2025 | 453 | 760,340 | 13F-HR | Pinnacle Wealth Planning Services, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 571.9 K | 54.5% | 40.04 K | 0 | 40.04 K |
| ETFs | 476.4 K | 45.4% | 41.45 K | 0 | 41.45 K |
| Debt | 358 | 0.0% | 342 | 0 | 342 |
| Other | 1.147 K | 0.1% | 13 | 0 | 13 |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
1,049,894
Holdings
2749
QoQ value change ($000)
81,871
(8.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.