Pinnacle Wealth Planning Services »

WaterBridge Infrastructure shares owned by Pinnacle Wealth Planning Services

Quarter-by-quarter ownership of WaterBridge Infrastructure (WBI) shares owned by Pinnacle Wealth Planning Services from 13F filings

Historical chart of Pinnacle Wealth Planning Services investment in WaterBridge Infrastructure

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WaterBridge Infrastructure by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $41k 2.1k 20.01

More positions owned by Pinnacle Wealth Planning Services

Vaneck Etf Trust Ig Floating Rate (FLTR)
Spdr Series Trust State Street Spd (SPSM)
Energy Transfer Com Ut Ltd Ptn (ET)
Spdr Series Trust State Street Spd (SPYV)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPAB)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYG)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPYM)
Amazon (AMZN)
Ishares Tr Eafe Value Etf (EFV)
Alphabet Cap Stk Cl A (GOOGL)
Ssga Active Tr State Street Dou (EMTL)
Tesla Motors (TSLA)

View all positions for Pinnacle Wealth Planning Services

Top funds holding WaterBridge Infrastructure

Horizon Kinetics Asset Management
FMR
Schwartz Investment Counsel
Ameriprise Financial
Steadfast Capital Management
Cinctive Capital Management
Hamilton Lane Advisors
Emory University
Merewether Investment Management
First Manhattan
Hill City Capital
Blackstone Group
Adage Capital Partners GP
Federated Investors
Westwood Holdings

View all funds holding WaterBridge Infrastructure