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Pinnacle Wealth Planning Services, Inc. → WD
Pinnacle Wealth Planning Services, Inc. WD Position History
Walker & Dunlop, Inc. • Financial Services
Quarters held
4
Latest value
$4K
Q3 2026
Peak value
$44K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $44K |
| Q1 2026 | $3K |
| Q2 2026 | $24K |
| Q3 2026 | $4K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4K | 100 | — | — |
| Q2 2026 | $24K | 430 | — | — |
| Q1 2026 | $3K | 74 | — | — |
| Q4 2025 | $44K | 730 | — | — |
Other funds holding WD
$371.1M
$99.8M
$88.7M
$88.7M
$68.7M