13F History

Pinnacle Wealth Planning Services, Inc.

13F Filings History

Latest 13F report: Q4 2024 - Feb 27, 2025
Value $: $665M
Signature - Title: Jennifer S. Henderson - Chief Compliance Officer
Location: Mansfield, OH
Summary: This page shows a list of all the recent 13F filings made by Pinnacle Wealth Planning Services, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Pinnacle Wealth Planning Services, Inc. reported 390 stock holdings with total value $665M as of Q4 2024. Top holdings included FLTR, ET, SPSM, SPYV, and AAPL.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	390	$665M	+$34.9M	-$130M	-$95.5M	FLTR, ET, SPSM, SPYV, AAPL	Restatement	2/26/2025, 06:02 PM
Q3 2024	532	$736M	+$39.1M	-$25M	+$14.1M	FLTR, ET, SPSM, SPYV, AAPL	13F-HR	11/13/2024, 03:54 PM
Q2 2024	508	$700M	+$46.6M	-$23.5M	+$23.1M	FLTR, ET, SPSM, SPYV, MSFT	13F-HR	8/9/2024, 01:08 PM
Q1 2024	507	$682M	+$24.6M	-$33.9M	-$9.25M	FLTR, ET, SPSM, SPYV, MSFT	13F-HR	5/9/2024, 09:34 PM
Q4 2023	481	$636M	+$25M	-$42.5M	-$17.5M	FLTR, ET, SPSM, SPYV, AAPL	13F-HR	2/7/2024, 07:28 PM
Q3 2023	448	$606M	+$55.7M	-$21.6M	+$34.1M	FLTR, ET, SPSM, SPY, SPYV	13F-HR	11/7/2023, 08:14 PM
Q2 2023	458	$590M	+$30.1M	-$40.2M	-$10.2M	ET, SPSM, FLTR, SPY, SPYV	13F-HR	8/7/2023, 02:23 PM
Q1 2023	472	$570M	+$42.1M	-$41.1M	+$999K	ET, SPSM, FLTR, SPY, SPYV	13F-HR	5/3/2023, 05:30 PM
Q4 2022	445	$542M	+$103M	-$119M	-$15.9M	ET, SPSM, FLTR, SPYV, SPY	13F-HR	2/13/2023, 02:23 PM
Q3 2022	420	$520M	+$39.3M	-$56.4M	-$17.1M	ET, FLTR, HYMB, SPSM, SHYD	13F-HR	11/9/2022, 04:41 PM
Q2 2022	418	$556M	+$132M	-$48.1M	+$83.8M	FLTR, ET, HYMB, SPSM, SHYD	13F-HR	8/3/2022, 04:14 PM
Q1 2022	426	$545M	+$115M	-$36.7M	+$77.8M	FLTR, ET, SPSM, AAPL, F	13F-HR	4/20/2022, 05:28 PM
Q4 2021	443	$486M	+$45.1M	-$48.8M	-$3.74M	ET, FLTR, F, AAPL, SPSM	13F-HR	1/20/2022, 05:33 PM
Q3 2021	375	$451M	+$64.5M	-$19.5M	+$45M	FLTR, ET, AAPL, DWM, SPAB	13F-HR	10/28/2021, 06:24 PM
Q2 2021	352	$365M	+$29.9M	-$25.7M	+$4.28M	ET, AGG, DWM, SPAB, MSFT	13F-HR	8/2/2021, 02:02 PM
Q1 2021	345	$373M	+$36.6M	-$85.6M	-$49M	FLTR, ET, CLW, AGG, SPAB	13F-HR	4/29/2021, 04:12 PM
Q4 2020	2,488	$401M	+$93.4M	-$10.1M	+$83.3M	FLTR, ET, CLW, SPAB, AAPL	13F-HR	2/11/2021, 08:46 PM
Q3 2020	286	$290M	+$37.9M	-$46.3M	-$8.38M	FLTR, CLW, ET, SPAB, AAPL	13F-HR	11/2/2020, 09:53 PM
Q2 2020	281	$297M	+$90.8M	-$27.2M	+$63.7M	FLTR, ET, CLW, OKE, PPC	13F-HR	7/27/2020, 04:31 PM
Q1 2020	239	$200M	+$43.6M	-$22.3M	+$21.3M	FLTR, SPYG, SPAB, SPYV, MSFT	13F-HR	5/11/2020, 03:02 PM
Q4 2019	244	$212M	+$24M	-$18.5M	+$5.45M	FLTR, SPYV, SPAB, SPYG, SPSM	13F-HR	2/6/2020, 06:14 PM
Q3 2019	206	$184M	+$32.3M	-$8.62M	+$23.6M	FLTR, SPYV, SPAB, SPYG, EFA	13F-HR	10/31/2019, 04:30 PM
Q2 2019	177	$165M	+$16M	-$4.08M	+$11.9M	FLTR, SPYV, SPAB, SPYG, SPLG	13F-HR	8/6/2019, 12:59 PM
Q1 2019	168	$149M	+$16.6M	-$38.4M	-$21.8M	FLTR, SPYV, SPAB, SPYG, SPLG	13F-HR	5/8/2019, 03:26 PM
Q4 2018	146	$156M	+$77.9M	-$20.5M	+$57.5M	FLTR, EFA, SPAB, SPYV, SPYG	13F-HR	3/1/2019, 03:46 PM
Q3 2018	178	$109M	+$7.09M	-$5.76M	+$1.33M	SPAB, DWM, EFA, SPLG, MSFT	13F-HR	2/28/2019, 01:44 PM
Q2 2018	183	$103M	+$10.1M	-$5.71M	+$4.36M	SPAB, EFA, SPLG, MSFT, DWM	13F-HR	2/27/2019, 06:19 PM
Q1 2018	175	$97.2M	+$63.8M	-$15M	+$48.8M	SPAB, SPLG, EFA, MSFT, DWM	13F-HR	2/27/2019, 06:13 PM
Q4 2017	151	$49M	$0	$0		AGG, VEU, IWF, IJR, IWD	13F-HR	2/12/2018, 05:29 PM

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