Pinnacle Wealth Planning Services, Inc. ACRE — ARES COML REAL ESTATE CORP COM

Ownership history in Pinnacle Wealth Planning Services, Inc.  ·  6 quarters on record

AI Ownership Summary

Pinnacle Wealth Planning Services, Inc. reported ARES COML REAL ESTATE CORP COM (ACRE) in 6 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.02% in 2024 Q3. The latest visible filing shows ACRE at 0.00% 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.

What this ACRE 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 ARES COML REAL ESTATE CORP COM, 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
2026 Q3

ACRE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q3

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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.

ACRE stock page Pinnacle Wealth Planning Services, Inc. fund profile Pinnacle Wealth Planning Services, Inc. full holdings
How Pinnacle Wealth Planning Services, Inc. held ACRE — position size vs. price
% of Fund (quarterly)    ACRE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 4,188 +2,159 +106.4% 0.00% $16K 2026-10-27 $3.45
2026 Q2 UNCHANGED — — — 2,029 — 0% 0.00% $9K 2026-08-07 $4.69
2026 Q1 REDUCED 14.2% -5.4% ✅ 2,029 -336 -14.2% 0.00% $10K 2026-05-11 $4.53
2025 Q4 REDUCED 88.2% +3.5% ❌ 2,365 -17,655 -88.2% 0.00% $11K 2026-02-13 $4.67
2024 Q3 UNCHANGED — — — 20,020 — 0% 0.02% $140K 2024-11-13 $5.43
2024 Q2 INITIATED — — — 20,020 — — 0.02% $133K 2024-08-09 $5.00

🏢 Other funds also holding ACRE

As of 2026 Q3 — sorted by position size

Ardent Capital Management, Inc. 3Y 0.49% Access Investment Management LLC 0.16% Samalin Investment Counsel, LLC 3Y 0.05% Abel Hall, LLC 0.04% Morey & Quinn Wealth Partners, LLC 0.03% Attessa Capital LLC 0.03% Curated Wealth Partners LLC 3Y 0.01% Triumph Capital Management 3Y 0.0% 180 WEALTH ADVISORS, LLC 3Y 7Y 0.0% BI Asset Management Fondsmaeglerselskab A/S 3Y 0.0%

FAQ About Pinnacle Wealth Planning Services, Inc. and ACRE

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 ACRE?

Pinnacle Wealth Planning Services, Inc. reported ACRE across 6 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

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

The largest reported portfolio weight for ACRE was 0.02% in 2024 Q3.

What is the latest reported ACRE position on this page?

The most recent filing on this page is 2026 Q3, when Pinnacle Wealth Planning Services, Inc. reported 4,188 shares, equal to 0.00% of portfolio, with an estimated market value of $16K.

What does the chart on this ACRE ownership page compare?

The chart compares Pinnacle Wealth Planning Services, Inc.'s quarterly ACRE 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.

How well did Pinnacle Wealth Planning Services, Inc. time their ACRE position?

Based on 13F filing dates vs. subsequent ACRE price moves, Pinnacle Wealth Planning Services, Inc. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on ACRE relative to SPY over the holding period was -38.3%.

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