Simon Property shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in Simon Property
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Quarterly reported holdings in Simon Property by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $422k | 2.2k | 187.67 |
| 2025-06-30 | $261k | 1.6k | 160.76 |
| 2025-03-31 | $210k | 1.3k | 166.08 |
| 2024-12-31 | $212k | 1.2k | 172.21 |
| 2024-09-30 | $262k | 1.6k | 169.02 |
| 2024-06-30 | $237k | 1.6k | 151.80 |
| 2024-03-31 | $243k | 1.6k | 156.49 |
| 2023-12-31 | $224k | 1.6k | 142.64 |
| 2021-12-31 | $227k | 1.5k | 150.00 |
| 2020-12-31 | $105k | 1.1k | 93.75 |
More positions owned by Pinnacle Wealth Planning Services
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