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Pinnacle Wealth Planning Services, Inc. → IVT
Pinnacle Wealth Planning Services, Inc. IVT Position History
InvenTrust Properties Corp. • Real Estate
Quarters held
2
Latest value
$39K
Q3 2026
Peak value
$39K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $12K |
| Q3 2026 | $39K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $39K | 1.3K | — | — |
| Q2 2026 | $12K | 325 | — | — |