Waterstone Financial shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of Waterstone Financial (WSBF) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in Waterstone Financial
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Quarterly reported holdings in Waterstone Financial by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $21k | 1.3k | 16.55 |
| 2024-09-30 | $204k | 14k | 14.70 |
| 2024-06-30 | $178k | 14k | 12.79 |
| 2024-03-31 | $169k | 14k | 12.17 |
| 2023-12-31 | $197k | 14k | 14.20 |
| 2020-12-31 | $1.0k | 50 | 20.00 |
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