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Hldgs shares owned by Pinnacle Wealth Planning Services

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

Historical chart of Pinnacle Wealth Planning Services investment in Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Hldgs 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 Hldgs by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $215k 2.2k 96.50
2021-09-30 $3.3M 69k 47.58
2020-12-31 $18k 414 43.48

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View all positions for Pinnacle Wealth Planning Services

Top funds holding Hldgs

Vanguard Group
Capital Research and Management Company - Division 3
BlackRock
PRIMECAP Management Company
Sanders Capital
FMR
State Street Corporation
Citadel Advisors
Geode Capital Management
Susquehanna International
Capital World Investors
Dimensional Fund Advisors
Goldman Sachs Group
Par Capital Management
UBS Group

View all funds holding Hldgs