LOAN β€” MANHATTAN BRIDGE CAPITAL INC

Ownership history in Pinnacle Wealth Planning Services, Inc.  Β·  18 quarters on record

AI Ownership Summary

Pinnacle Wealth Planning Services, Inc. reported MANHATTAN BRIDGE CAPITAL INC (LOAN) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.02% in 2024 Q1. The latest visible filing shows LOAN at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LOAN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pinnacle Wealth Planning Services, Inc.'s position in MANHATTAN BRIDGE CAPITAL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LOAN was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Pinnacle Wealth Planning Services, Inc. held LOAN β€” position size vs. price
% of Fund (quarterly)    LOAN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 103,083 -44,269 -30.0% 0.01% $103K 2026-02-14 (Est.) $4.35
2024 Q3 ADDED 147,352 +10,191 +7.4% 0.02% $147K 2024-11-13 $4.75
2024 Q2 REDUCED 137,161 -4,333 -3.1% 0.02% $137K 2024-08-09 $4.54
2024 Q1 ADDED 141,494 +28,048 +24.7% 0.02% $141K 2024-05-10 $4.30
2023 Q4 ADDED 113,446 +62,385 +122.2% 0.02% $113K 2024-02-08 $3.84
13 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding LOAN

As of 2026 Q1 β€” sorted by position size

DWR WEALTH MANAGEMENT, LLC 0.08% GK Wealth Management LLC 0.08% Briaud Financial Planning Inc 3Y 0.01%

FAQ About Pinnacle Wealth Planning Services, Inc. and LOAN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Pinnacle Wealth Planning Services, Inc. reported owning LOAN?

Pinnacle Wealth Planning Services, Inc. reported LOAN across 5 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported LOAN position in Pinnacle Wealth Planning Services, Inc.'s portfolio?

The largest reported portfolio weight for LOAN was 0.02% in 2024 Q1.

What is the latest reported LOAN position on this page?

The most recent filing on this page is 2025 Q4, when Pinnacle Wealth Planning Services, Inc. reported 103,083 shares, equal to 0.01% of portfolio, with an estimated market value of $103K.

What does the chart on this LOAN ownership page compare?

The chart compares Pinnacle Wealth Planning Services, Inc.'s quarterly LOAN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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