★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads: coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.
Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Manager record

Pinnacle Wealth Planning Services, Inc.

Mansfield, OH · CIK 1726752 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.03BReported 13F valueQ3 2026 · as filed
2,847Holdings listed
-2.2%vs prior quartervalue change includes market moves
6Quarters on record
Oct 27Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $760.3M$760.3MQ2 2025453 holdingsQ3 2025: $853.4M$853.4MQ3 2025484 holdingsQ4 2025: $957.8M$957.8MQ4 20252,751 holdingsQ1 2026: $968.0M$968.0MQ1 20262,737 holdingsQ2 2026: $1.0B$1.0BQ2 20262,749 holdingsQ3 2026: $1.0B$1.0BQ3 20262,847 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 27 2026 13F-HR · period Q3 2026

$1.03B · 2,847 holdings listed · View original SEC filing ↗
Aug 07 2026 13F-HR · period Q2 2026

$1.05B · 2,749 holdings listed · View original SEC filing ↗
May 11 2026 13F-HR · period Q1 2026

$968.02M · 2,737 holdings listed · View original SEC filing ↗
Feb 13 2026 13F-HR · period Q4 2025

$957.77M · 2,751 holdings listed · View original SEC filing ↗
Nov 13 2025 13F-HR · period Q3 2025

$853.43M · 484 holdings listed · View original SEC filing ↗
Aug 11 2025 13F-HR · period Q2 2025

$760.34M · 453 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 27, 2026 · Change methodology