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Thornburg Income Builder shares owned by Pinnacle Wealth Planning Services

Quarter-by-quarter ownership of Thornburg Income Builder (TBLD) shares owned by Pinnacle Wealth Planning Services from 13F filings

Historical chart of Pinnacle Wealth Planning Services investment in Thornburg Income Builder

Tip: Access up to 7 years of quarterly data

All positions including Thornburg Income Builder 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 Thornburg Income Builder by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $180 9 20.11

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Top funds holding Thornburg Income Builder

UBS Group
DKM Wealth Management
Stifel Financial
Raymond James Financial
Advisors Asset Management
Royal Bank of Canada
Kera Capital Partners
Wells Fargo & Company
LPL Financial
Thomas J. Herzfeld Advisors
Rockefeller Capital Management
Wealth Enhancement Advisory Services
Private Advisor
Kestra Advisory Services
Sanctuary Advisors

View all funds holding Thornburg Income Builder