Notify me when Pinnacle Wealth Planning Services, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 484 | $853,370,649 | +$68,410,617 | -$13,552,461 | +$54,858,156 | FLTR, SPSM, ET, SPYV, AAPL | 13F-HR | 12 Nov 2025, 19:45 |
| Q2 2025 | 453 | $760,274,737 | +$72,961,125 | -$13,831,784 | +$59,129,341 | FLTR, SPSM, ET, SPYV, SPAB | 13F-HR | 11 Aug 2025, 13:07 |
| Q1 2025 | 399 | $665,142,204 | +$37,749,490 | -$19,093,489 | +$18,656,001 | FLTR, ET, SPSM, SPYV, SPAB | 13F-HR | 15 May 2025, 12:01 |
| Q4 2024 | 390 | $665,485,336 | +$34,883,656 | -$130,389,315 | -$95,505,659 | FLTR, ET, SPSM, SPYV, AAPL | Restatement | 26 Feb 2025, 18:02 |
| Q3 2024 | 532 | $736,055,072 | +$39,138,463 | -$25,047,470 | +$14,090,993 | FLTR, ET, SPSM, SPYV, AAPL | 13F-HR | 13 Nov 2024, 15:54 |
| Q2 2024 | 508 | $699,723,103 | +$46,577,525 | -$23,451,518 | +$23,126,007 | FLTR, ET, SPSM, SPYV, MSFT | 13F-HR | 09 Aug 2024, 13:08 |
| Q1 2024 | 507 | $682,415,513 | +$24,649,447 | -$33,894,886 | -$9,245,439 | FLTR, ET, SPSM, SPYV, MSFT | 13F-HR | 09 May 2024, 21:34 |
| Q4 2023 | 481 | $635,808,156 | +$25,012,048 | -$42,465,973 | -$17,453,925 | FLTR, ET, SPSM, SPYV, AAPL | 13F-HR | 07 Feb 2024, 19:28 |
| Q3 2023 | 448 | $606,056,904 | +$55,735,544 | -$21,612,685 | +$34,122,859 | FLTR, ET, SPSM, SPY, SPYV | 13F-HR | 07 Nov 2023, 20:14 |
| Q2 2023 | 458 | $589,847,425 | +$30,074,279 | -$40,244,371 | -$10,170,092 | ET, SPSM, FLTR, SPY, SPYV | 13F-HR | 07 Aug 2023, 14:23 |
| Q1 2023 | 472 | $570,373,387 | +$42,132,546 | -$41,133,119 | +$999,427 | ET, SPSM, FLTR, SPY, SPYV | 13F-HR | 03 May 2023, 17:30 |
| Q4 2022 | 445 | $541,675,849 | +$102,659,373 | -$118,522,159 | -$15,862,786 | ET, SPSM, FLTR, SPYV, SPY | 13F-HR | 13 Feb 2023, 14:23 |
| Q3 2022 | 420 | $520,323,000 | +$39,315,719 | -$56,424,868 | -$17,109,149 | ET, FLTR, HYMB, SPSM, SHYD | 13F-HR | 09 Nov 2022, 16:41 |
| Q2 2022 | 418 | $555,595,000 | +$131,972,027 | -$48,129,042 | +$83,842,985 | FLTR, ET, HYMB, SPSM, SHYD | 13F-HR | 03 Aug 2022, 16:14 |
| Q1 2022 | 426 | $545,414,000 | +$114,541,447 | -$36,714,003 | +$77,827,444 | FLTR, ET, SPSM, AAPL, F | 13F-HR | 20 Apr 2022, 17:28 |
| Q4 2021 | 443 | $485,956,000 | +$45,074,804 | -$48,814,041 | -$3,739,237 | ET, FLTR, F, AAPL, SPSM | 13F-HR | 20 Jan 2022, 17:33 |
| Q3 2021 | 375 | $450,919,000 | +$64,516,627 | -$19,518,540 | +$44,998,087 | FLTR, ET, AAPL, DWM, SPAB | 13F-HR | 28 Oct 2021, 18:24 |
| Q2 2021 | 352 | $364,700,000 | +$29,939,227 | -$25,658,675 | +$4,280,552 | ET, AGG, DWM, SPAB, MSFT | 13F-HR | 02 Aug 2021, 14:02 |
| Q1 2021 | 345 | $372,609,000 | +$36,614,130 | -$85,629,933 | -$49,015,803 | FLTR, ET, CLW, AGG, SPAB | 13F-HR | 29 Apr 2021, 16:12 |
| Q4 2020 | 2,488 | $401,133,000 | +$93,397,563 | -$10,052,503 | +$83,345,060 | FLTR, ET, CLW, SPAB, AAPL | 13F-HR | 11 Feb 2021, 20:46 |
| Q3 2020 | 286 | $289,508,000 | +$37,911,217 | -$46,291,538 | -$8,380,321 | FLTR, CLW, ET, SPAB, AAPL | 13F-HR | 02 Nov 2020, 21:53 |
| Q2 2020 | 281 | $296,977,000 | +$90,839,518 | -$27,180,422 | +$63,659,096 | FLTR, ET, CLW, OKE, PPC | 13F-HR | 27 Jul 2020, 16:31 |
| Q1 2020 | 239 | $200,277,000 | +$43,568,441 | -$22,272,062 | +$21,296,379 | FLTR, SPYG, SPAB, SPYV, MSFT | 13F-HR | 11 May 2020, 15:02 |
| Q4 2019 | 244 | $211,570,000 | +$23,951,365 | -$18,504,332 | +$5,447,033 | FLTR, SPYV, SPAB, SPYG, SPSM | 13F-HR | 06 Feb 2020, 18:14 |
| Q3 2019 | 206 | $183,673,000 | +$32,261,351 | -$8,618,645 | +$23,642,706 | FLTR, SPYV, SPAB, SPYG, EFA | 13F-HR | 31 Oct 2019, 16:30 |
| Q2 2019 | 177 | $164,968,000 | +$15,973,843 | -$4,080,160 | +$11,893,683 | FLTR, SPYV, SPAB, SPYG, SPLG | 13F-HR | 06 Aug 2019, 12:59 |
| Q1 2019 | 168 | $148,958,000 | +$16,595,868 | -$38,366,210 | -$21,770,342 | FLTR, SPYV, SPAB, SPYG, SPLG | 13F-HR | 08 May 2019, 15:26 |
| Q4 2018 | 146 | $156,252,000 | +$77,922,587 | -$20,470,436 | +$57,452,151 | FLTR, EFA, SPAB, SPYV, SPYG | 13F-HR | 01 Mar 2019, 15:46 |
| Q3 2018 | 178 | $109,335,000 | +$7,087,161 | -$5,758,893 | +$1,328,268 | SPAB, DWM, EFA, SPLG, MSFT | 13F-HR | 28 Feb 2019, 13:44 |
| Q2 2018 | 183 | $102,919,000 | +$10,066,565 | -$5,707,382 | +$4,359,183 | SPAB, EFA, SPLG, MSFT, DWM | 13F-HR | 27 Feb 2019, 18:19 |
| Q1 2018 | 175 | $97,199,000 | +$63,751,885 | -$14,970,637 | +$48,781,248 | SPAB, SPLG, EFA, MSFT, DWM | 13F-HR | 27 Feb 2019, 18:13 |
| Q4 2017 | 151 | $48,980,000 | $0 | $0 | $0 | AGG, VEU, IWF, IJR, IWD | 13F-HR | 12 Feb 2018, 17:29 |