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Pinnacle Wealth Planning Services, Inc. → BRT

Pinnacle Wealth Planning Services, Inc. BRT Position History

BRT Apartments Corp.

Quarters held
4
Latest value
$35K
Q3 2026
Peak value
$35K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$29K
Q1 2026$26K
Q2 2026$31K
Q3 2026$35K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$35K2.6K——
Q2 2026$31K2.0K——
Q1 2026$26K2.0K——
Q4 2025$29K2.0K——

Other funds holding BRT

Other Pinnacle Wealth Planning Services, Inc. positions

FSCO

VANECK IG FLOATING RATE ETF

$113.8M
ARCC

SPDR SERIES TRUST

$110.8M
FSCO

VANECK ETF TRUST

$103M
FSCO

VANECK ETF TRUST

$102.4M
ARCC

SPDR SERIES TRUST

$99.1M
ARCC

SPDR SERIES TRUST

$90.4M
ARCC

SPDR SERIES TRUST

$84.8M
ARCC

SPDR PORTFOLIO S&P 600 SMALL CAP ETF

$81.2M
Pinnacle Wealth Planning Services, Inc. BRT Holdings: 13F Position History | Track13F