Pinnacle Wealth Planning Services, Inc.
All 13F Filings
- Location
- Mansfield, OH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 957,770
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 871.8 K | 91.0% | 448 K | 0 | 448 K |
| ETFs | 78.6 K | 8.2% | 0 | 350 K | -350 K |
| Debt | 77 | 0.0% | 77 | 0 | 77 |
| Other | 7.279 K | 0.8% | 6.212 K | 0 | 6.212 K |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
957,770
Holdings
2751
QoQ value change ($000)
104,336
(12.2%)
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.