Pinnacle Wealth Planning Services, Inc. Options Holdings

Pinnacle Wealth Planning Services, Inc.

  • $838 Million
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 484
  • Current Value $838 Million
  • Prior Value $748 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 61 stocks
  • Additional Purchases 196 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 179 stocks
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