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Pinnacle Wealth Planning Services, Inc. → UE
Pinnacle Wealth Planning Services, Inc. UE Position History
Urban Edge Properties • Real Estate
Quarters held
4
Latest value
$87K
Q3 2026
Peak value
$100K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $80K |
| Q1 2026 | $86K |
| Q2 2026 | $100K |
| Q3 2026 | $87K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $87K | 4.5K | — | — |
| Q2 2026 | $100K | 4.4K | — | — |
| Q1 2026 | $86K | 4.3K | — | — |
| Q4 2025 | $80K | 4.2K | — | — |
Other funds holding UE
$396.9M
$379.7M
$377.9M
$370.8M
$260.6M
$255.7M
$241.8M
$165.9M