Pinnacle Wealth Planning Services, Inc.

13F Filings History

Latest 13F report
Q2 2025 - Aug 11, 2025
Value $
$760M
Signature - Title
Jennifer S. Henderson - Chief Compliance Officer
Location
Mansfield, OH
Summary
This page shows a list of all the recent 13F filings made by Pinnacle Wealth Planning Services, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Pinnacle Wealth Planning Services, Inc. reported 453 stock holdings with total value $760M as of Q2 2025. Top holdings included FLTR, SPSM, ET, SPYV, and SPAB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 453 $760M +$73M -$13.8M +$59.1M FLTR, SPSM, ET, SPYV, SPAB 13F-HR 8/11/2025, 01:07 PM
Q1 2025 399 $665M +$37.7M -$19.1M +$18.7M FLTR, ET, SPSM, SPYV, SPAB 13F-HR 5/15/2025, 12:01 PM
Q4 2024 390 $665M +$34.9M -$130M -$95.5M FLTR, ET, SPSM, SPYV, AAPL Restatement 2/26/2025, 06:02 PM
Q3 2024 532 $736M +$39.1M -$25M +$14.1M FLTR, ET, SPSM, SPYV, AAPL 13F-HR 11/13/2024, 03:54 PM
Q2 2024 508 $700M +$46.6M -$23.5M +$23.1M FLTR, ET, SPSM, SPYV, MSFT 13F-HR 8/9/2024, 01:08 PM
Q1 2024 506 $682M +$24.6M -$33.9M -$9.25M FLTR, ET, SPSM, SPYV, MSFT 13F-HR 5/9/2024, 09:34 PM
Q4 2023 480 $636M +$25.1M -$42.5M -$17.4M FLTR, ET, SPSM, SPYV, AAPL 13F-HR 2/7/2024, 07:28 PM
Q3 2023 487 $606M +$21.4M -$21.6M -$225K FLTR, ET, SPSM, SPY, SPYV 13F-HR 11/7/2023, 08:14 PM
Q2 2023 453 $538M +$20.8M -$23.4M -$2.66M ET, SPSM, SPY, SPYV, AAPL 13F-HR 8/7/2023, 02:23 PM
Q1 2023 465 $518M +$41.9M -$18.8M +$23M ET, SPSM, SPY, SPYV, AAPL 13F-HR 5/3/2023, 05:30 PM
Q4 2022 440 $497M +$103M -$60.6M +$42M ET, SPSM, SPYV, SPY, AAPL 13F-HR 2/13/2023, 01:23 PM
Q3 2022 391 $471M +$39.6M -$20.3M +$19.3M ET, HYMB, SPSM, SHYD, AAPL 13F-HR 11/9/2022, 03:41 PM
Q2 2022 415 $556M +$132M -$44.8M +$87.2M FLTR, ET, HYMB, SPSM, SHYD 13F-HR 8/3/2022, 04:14 PM
Q1 2022 429 $536M +$100M -$23.6M +$76.8M FLTR, ET, SPSM, AAPL, F 13F-HR 4/20/2022, 05:28 PM
Q4 2021 409 $434M +$42.8M -$8.57M +$34.3M ET, F, AAPL, SPSM, MSFT 13F-HR 1/20/2022, 04:33 PM
Q3 2021 375 $451M +$64.6M -$19.5M +$45M FLTR, ET, AAPL, DWM, SPAB 13F-HR 10/28/2021, 06:24 PM
Q2 2021 352 $409M +$24M -$25.7M -$1.67M FLTR, ET, AGG, DWM, SPAB 13F-HR 8/2/2021, 02:02 PM
Q1 2021 332 $340M +$35.5M -$66M -$30.5M ET, CLW, AGG, SPAB, AAPL 13F-HR 4/29/2021, 04:12 PM
Q4 2020 1,850 $333M +$85.2M -$10.2M +$75M ET, CLW, SPAB, AAPL, SPSM 13F-HR 2/11/2021, 07:46 PM
Q3 2020 264 $231M +$20.6M -$24.3M -$3.63M CLW, ET, SPAB, AAPL, MSFT 13F-HR 11/2/2020, 08:53 PM
Q2 2020 253 $251M +$89.5M -$20.1M +$69.4M ET, CLW, OKE, PPC, SPAB 13F-HR 7/27/2020, 04:31 PM
Q1 2020 224 $167M +$43.7M -$3.53M +$40.1M SPYG, SPAB, MSFT, AAPL, SPLG 13F-HR 5/11/2020, 03:02 PM
Q4 2019 245 $213M +$25M -$17.6M +$7.36M FLTR, SPYV, SPAB, SPYG, SPSM 13F-HR 2/6/2020, 05:14 PM
Q3 2019 205 $181M +$31.7M -$11.8M +$19.9M FLTR, SPYV, SPAB, SPYG, EFA 13F-HR 10/31/2019, 04:30 PM
Q2 2019 173 $128M +$13.3M -$2.03M +$11.3M SPYV, SPAB, SPYG, SPLG, SPSM 13F-HR 8/6/2019, 12:59 PM
Q1 2019 163 $148M +$16.6M -$32M -$15.4M FLTR, SPYV, SPAB, SPYG, SPLG 13F-HR 5/8/2019, 03:26 PM
Q4 2018 141 $155M +$77.8M -$6.6M +$71.2M FLTR, EFA, SPAB, SPYV, SPYG 13F-HR 3/1/2019, 02:46 PM
Q3 2018 175 $109M +$7.09M -$3.26M +$3.83M SPAB, DWM, EFA, SPLG, MSFT 13F-HR 2/28/2019, 12:44 PM
Q2 2018 178 $102M +$10M -$3.55M +$6.49M SPAB, EFA, SPLG, MSFT, DWM 13F-HR 2/27/2019, 05:19 PM
Q1 2018 174 $96.8M +$63.4M -$11.7M +$51.7M SPAB, SPLG, EFA, MSFT, DWM 13F-HR 2/27/2019, 05:13 PM
Q4 2017 147 $48.9M AGG, VEU, IWF, IJR, IWD 13F-HR 2/12/2018, 04:29 PM