Back to WAFDP
Pinnacle Wealth Planning Services, Inc. → WAFDP
Pinnacle Wealth Planning Services, Inc. WAFDP Position History
WaFd, Inc. • Financial Services
Quarters held
4
Latest value
$47K
Q3 2026
Peak value
$60K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $48K |
| Q1 2026 | $48K |
| Q2 2026 | $60K |
| Q3 2026 | $47K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $47K | 1.6K | — | — |
| Q2 2026 | $60K | 1.6K | — | — |
| Q1 2026 | $48K | 1.5K | — | — |
| Q4 2025 | $48K | 1.5K | — | — |
Other funds holding WAFDP
$268.3M
$264.7M
$260.9M
$255.8M
$229.1M
$227.5M
$166.7M