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Pinnacle Wealth Planning Services, Inc. → PEO
Pinnacle Wealth Planning Services, Inc. PEO Position History
Adams Natural Resources Fund, Inc. • Energy
Quarters held
4
Latest value
$33K
Q3 2026
Peak value
$34K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $13K |
| Q1 2026 | $29K |
| Q2 2026 | $34K |
| Q3 2026 | $33K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $33K | 1.2K | — | — |
| Q2 2026 | $34K | 1.4K | — | — |
| Q1 2026 | $29K | 1.0K | — | — |
| Q4 2025 | $13K | 603 | — | — |