Pinnacle Wealth Planning Services »

Waterstone Financial shares owned by Pinnacle Wealth Planning Services

Quarter-by-quarter ownership of Waterstone Financial (WSBF) shares owned by Pinnacle Wealth Planning Services from 13F filings

Historical chart of Pinnacle Wealth Planning Services investment in Waterstone Financial

Tip: Access up to 7 years of quarterly data

All positions including Waterstone Financial held by Pinnacle Wealth Planning Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Waterstone Financial by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $197k 14k 14.20
2020-12-31 $1.0k 50 20.00

More positions owned by Pinnacle Wealth Planning Services

Vaneck Ig Floating Rate Etf Etf (FLTR)
Energy Transfer Equity L P Com Unit Ltd Partnership Stock (ET)
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Apple Stock (AAPL)
Microsoft Stock (MSFT)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Amazon.com Stock (AMZN)
Fs Kkr Cap Corp Cef (FSK)
Nvidia Corp Stock (NVDA)
Spdr Doubleline Emerging Markets Fixed Income Etf Etf (EMTL)
Ishares Msci Eafe Value Index Etf Etf (EFV)
Ishares Aggregate Bond Etf Etf (AGG)

View all positions for Pinnacle Wealth Planning Services

Top funds holding Waterstone Financial

Dimensional Fund Advisors
Vanguard Group
rhino investment partners
Brandywine Global Investment Management
Dean Investment Associates
Foundry Partners
Charles Schwab Investment Management
Federated Investors
Goldman Sachs Group
Bank of New York Mellon
John G.Ullman & Associates
Dean Capital Management
Two Sigma Advisers
Legato Capital Management
Arrowstreet Capital, Limited Partnership

View all funds holding Waterstone Financial