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Pos shares owned by Pinnacle Wealth Planning Services

Quarter-by-quarter ownership of Pos (PKX) shares owned by Pinnacle Wealth Planning Services from 13F filings

Historical chart of Pinnacle Wealth Planning Services investment in Pos

Tip: Access up to 7 years of quarterly data

All positions including Pos 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 Pos by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $264k 2.8k 95.11
2023-09-30 $290k 2.8k 102.50
2023-06-30 $207k 2.8k 73.95
2023-03-31 $202k 2.9k 69.69
2022-06-30 $307k 6.9k 44.51
2022-03-31 $214k 3.6k 59.21
2020-12-31 $120k 1.9k 62.11

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 Pos

Dimensional Fund Advisors
Connor, Clark & Lunn Investment Management
Vanguard Group
Goldman Sachs Group
O'shaughnessy Asset Management
Van Eck Associates Corp.
Altrius Capital Management
Segantii Capital Management
Greenline Partners
Rhumbline Advisers
OVERSEA-CHINESE BANKING Corp
Natixis Asset Management Advisors
Bank of America Corporation
Citadel Advisors
Creative Planning

View all funds holding Pos