Pinnacle Wealth Planning Services, Inc. EYE — NATIONAL VISION HLDGS INC COM

Ownership history in Pinnacle Wealth Planning Services, Inc.  ·  5 quarters on record

AI Ownership Summary

Pinnacle Wealth Planning Services, Inc. reported NATIONAL VISION HLDGS INC COM (EYE) in 5 quarterly 13F filings from 2025 Q4 through 2026 Q3. The latest visible filing shows EYE 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EYE 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 NATIONAL VISION HLDGS INC 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

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

High-water mark
Peak Conviction
0.0% in 2026 Q1

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

Time in book
Holding Window
2025 Q4 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.

How Pinnacle Wealth Planning Services, Inc. held EYE — position size vs. price
% of Fund (quarterly)    EYE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 2,032 +1,644 +423.7% 0.00% $33K 2026-10-27 $16.20
2026 Q2 REDUCED 70.4% -15.2% ✅ 388 -921 -70.4% 0.00% $7K 2026-08-07 $22.55
2026 Q1 ADDED — — — 1,309 +81 +6.6% 0.00% $34K 2026-05-11 $21.80
2025 Q4 ADDED — — — 1,228 +954 +348.2% 0.00% $32K 2026-02-13 $28.22
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Pinnacle Wealth Planning Services, Inc. and EYE

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 EYE?

Pinnacle Wealth Planning Services, Inc. reported EYE across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

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

The largest reported portfolio weight for EYE was 0.00% in 2026 Q1.

What is the latest reported EYE position on this page?

The most recent filing on this page is 2026 Q3, when Pinnacle Wealth Planning Services, Inc. reported 2,032 shares, equal to 0.00% of portfolio, with an estimated market value of $33K.

What does the chart on this EYE ownership page compare?

The chart compares Pinnacle Wealth Planning Services, Inc.'s quarterly EYE 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 EYE position?

Based on 13F filing dates vs. subsequent EYE price moves, Pinnacle Wealth Planning Services, Inc. correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on EYE relative to SPY over the holding period was +1536.1%.

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