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Pinnacle Wealth Planning Services, Inc. → PLUS
Pinnacle Wealth Planning Services, Inc. PLUS Position History
ePlus inc. • Technology
Quarters held
4
Latest value
$87K
Q3 2026
Peak value
$87K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $83K |
| Q1 2026 | $72K |
| Q2 2026 | $82K |
| Q3 2026 | $87K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $87K | 970 | — | — |
| Q2 2026 | $82K | 983 | — | — |
| Q1 2026 | $72K | 961 | — | — |
| Q4 2025 | $83K | 945 | — | — |
Other funds holding PLUS
$258.4M
$246.9M
$224.5M
$197.5M
$172.6M
$159.8M
$146.3M
$100.4M