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Pinnacle Wealth Planning Services, Inc. → WBI
Pinnacle Wealth Planning Services, Inc. WBI Position History
WaterBridge Infrastructure LLC • Utilities
Quarters held
4
Latest value
$109K
Q3 2026
Peak value
$130K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $41K |
| Q1 2026 | $98K |
| Q2 2026 | $130K |
| Q3 2026 | $109K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $109K | 3.9K | — | — |
| Q2 2026 | $130K | 3.8K | — | — |
| Q1 2026 | $98K | 3.7K | — | — |
| Q4 2025 | $41K | 2.1K | — | — |