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Pinnacle Wealth Planning Services, Inc. → WIW
Pinnacle Wealth Planning Services, Inc. WIW Position History
Western Asset Inflation-Linked Opportunities & Income Fund • Financial Services
Quarters held
5
Latest value
$84K
Q3 2026
Peak value
$101K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $101K |
| Q4 2025 | $94K |
| Q1 2026 | $77K |
| Q2 2026 | $81K |
| Q3 2026 | $84K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $84K | 10.7K | — | — |
| Q2 2026 | $81K | 9.7K | — | — |
| Q1 2026 | $77K | 9.1K | — | — |
| Q4 2025 | $94K | 10.9K | — | — |
| Q3 2025 | $101K | 11.3K | — | — |
Other funds holding WIW
$42.1M
$41.5M
$39M
$38.4M
$18.9M
$18.4M
$18.1M
$17.7M