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Pinnacle Wealth Planning Services, Inc. → WHD
Pinnacle Wealth Planning Services, Inc. WHD Position History
Cactus, Inc. • Manufacturing
Quarters held
4
Latest value
$122K
Q3 2026
Peak value
$122K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $84K |
| Q1 2026 | $89K |
| Q2 2026 | $99K |
| Q3 2026 | $122K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $122K | 2.0K | — | — |
| Q2 2026 | $99K | 1.9K | — | — |
| Q1 2026 | $89K | 1.9K | — | — |
| Q4 2025 | $84K | 1.8K | — | — |
Other funds holding WHD
$161.3M
$161.3M
$144.1M
$96.2M
$88.7M
$70.3M
$68.6M