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Pinnacle Wealth Planning Services, Inc. → SRCE

Pinnacle Wealth Planning Services, Inc. SRCE Position History

1st Source Corporation

Quarters held
4
Latest value
$42K
Q3 2026
Peak value
$42K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$36K
Q1 2026$35K
Q2 2026$41K
Q3 2026$42K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$42K502——
Q2 2026$41K502——
Q1 2026$35K502——
Q4 2025$36K578——

Other funds holding SRCE

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SPDR SERIES TRUST

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ARCC

SPDR PORTFOLIO S&P 600 SMALL CAP ETF

$81.2M
Pinnacle Wealth Planning Services, Inc. SRCE Holdings: 13F Position History | Track13F