Pinnacle Wealth Planning Services, Inc.

Business address
6 W. 3 Rd Street, Suite 100, Mansfield, OH, 44902
Top securities (13F)
FLTR, SPSM, ET, SPYV, AAPL, NVDA, SPAB, MSFT, SPYG, AMZN, SPLG, EFV, META, EMTL, TSLA, JPM, GOOGL, SPY, AVGO, and EFA
State of incorporation
OH
Fiscal year end
31 December
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Pinnacle Wealth Planning Services, Inc. has filed 35 SEC EDGAR filings since 12 Feb 2018

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 13 Nov 2025 30 Sep 2025 028-18382
13F-HR Open Document Open Filing 11 Aug 2025 30 Jun 2025 028-18382
N-PX Open Document Open Filing 21 Jul 2025 30 Jun 2025 028-18382
13F-HR Open Document Open Filing 15 May 2025 31 Mar 2025 028-18382
13F-HR/A Open Document Open Filing 27 Feb 2025 31 Dec 2024 028-18382
13F-HR Open Document Open Filing 06 Feb 2025 31 Dec 2024 028-18382
13F-HR Open Document Open Filing 13 Nov 2024 30 Sep 2024 028-18382
13F-HR Open Document Open Filing 09 Aug 2024 30 Jun 2024 028-18382
N-PX Open Document Open Filing 25 Jul 2024 30 Jun 2024 028-18382
13F-HR Open Document Open Filing 10 May 2024 31 Mar 2024 028-18382
13F-HR Open Document Open Filing 08 Feb 2024 31 Dec 2023 028-18382
13F-HR Open Document Open Filing 08 Nov 2023 30 Sep 2023 028-18382
13F-HR Open Document Open Filing 07 Aug 2023 30 Jun 2023 028-18382
13F-HR Open Document Open Filing 03 May 2023 31 Mar 2023 028-18382
13F-HR Open Document Open Filing 13 Feb 2023 31 Dec 2022 028-18382
13F-HR Open Document Open Filing 09 Nov 2022 30 Sep 2022 028-18382
13F-HR Open Document Open Filing 03 Aug 2022 30 Jun 2022 028-18382
13F-HR Open Document Open Filing 20 Apr 2022 31 Mar 2022 028-18382
13F-HR Open Document Open Filing 21 Jan 2022 31 Dec 2021 028-18382
13F-HR Open Document Open Filing 29 Oct 2021 30 Sep 2021 028-18382
13F-HR Open Document Open Filing 02 Aug 2021 30 Jun 2021 028-18382
13F-HR Open Document Open Filing 29 Apr 2021 31 Mar 2021 028-18382
13F-HR Open Document Open Filing 12 Feb 2021 31 Dec 2020 028-18382
13F-HR Open Document Open Filing 03 Nov 2020 30 Sep 2020 028-18382
13F-HR Open Document Open Filing 27 Jul 2020 30 Jun 2020 028-18382
13F-HR Open Document Open Filing 11 May 2020 31 Mar 2020 028-18382
13F-HR Open Document Open Filing 07 Feb 2020 31 Dec 2019 028-18382
13F-HR Open Document Open Filing 31 Oct 2019 30 Sep 2019 028-18382
13F-HR Open Document Open Filing 06 Aug 2019 30 Jun 2019 028-18382
13F-HR Open Document Open Filing 08 May 2019 31 Mar 2019 028-18382
13F-HR Open Document Open Filing 01 Mar 2019 31 Dec 2018 028-18382
13F-HR Open Document Open Filing 28 Feb 2019 30 Sep 2018 028-18382
13F-HR Open Document Open Filing 28 Feb 2019 30 Jun 2018 028-18382
13F-HR Open Document Open Filing 28 Feb 2019 31 Mar 2018 028-18382
13F-HR Open Document Open Filing 12 Feb 2018 31 Dec 2017 028-18382