Pinnacle Wealth Planning Services, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Nov 13, 2024
Value $
$736M
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 532 stock holdings with total value $736M as of Q3 2024. Top holdings included FLTR, ET, SPSM, SPYV, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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