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Pinnacle Wealth Planning Services, Inc. → PBT
Pinnacle Wealth Planning Services, Inc. PBT Position History
Permian Basin Royalty Trust • Energy
Quarters held
4
Latest value
$90K
Q3 2026
Peak value
$90K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $33K |
| Q1 2026 | $61K |
| Q2 2026 | $71K |
| Q3 2026 | $90K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $90K | 2.9K | — | — |
| Q2 2026 | $71K | 2.8K | — | — |
| Q1 2026 | $61K | 2.8K | — | — |
| Q4 2025 | $33K | 2.0K | — | — |