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Pinnacle Wealth Planning Services, Inc. → SMPL
Pinnacle Wealth Planning Services, Inc. SMPL Position History
The Simply Good Foods Company • Consumer Defensive
Quarters held
4
Latest value
$59K
Q3 2026
Peak value
$59K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $56K |
| Q1 2026 | $19K |
| Q2 2026 | $43K |
| Q3 2026 | $59K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $59K | 6.3K | — | — |
| Q2 2026 | $43K | 3.3K | — | — |
| Q1 2026 | $19K | 1.3K | — | — |
| Q4 2025 | $56K | 2.8K | — | — |
Other funds holding SMPL
$368.7M
$353.6M
$352M
$323M
$239.6M
$198.1M
$147.5M