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Ofs Credit Company shares owned by Pinnacle Wealth Planning Services

Quarter-by-quarter ownership of Ofs Credit Company (OCCI) shares owned by Pinnacle Wealth Planning Services from 13F filings

Historical chart of Pinnacle Wealth Planning Services investment in Ofs Credit Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ofs Credit Company by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.7k 962 4.84

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Top funds holding Ofs Credit Company

Virtus Investment Advisers
Kestra Advisory Services
LPL Financial
Commonwealth Equity Services
MinichMacGregor Wealth Management
Intl Fcstone
Prospera Financial Services
One Capital Management
Kestra Private Wealth Services
Goss Wealth Management
UBS Group
Advisor Group Holdings
Global Retirement Partners
Newbridge Financial Services Group
Bnp Paribas Arbitrage, Snc

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