Pinnacle Wealth Planning Services, Inc. HEZU — ISHARES CURRENCY HEDGED MSCI EUROZONE ETF

Ownership history in Pinnacle Wealth Planning Services, Inc.  ·  2 quarters on record

AI Ownership Summary

Pinnacle Wealth Planning Services, Inc. reported ISHARES CURRENCY HEDGED MSCI EUROZONE ETF (HEZU) in 2 quarterly 13F filings from 2026 Q3 through 2026 Q3. The latest visible filing shows HEZU 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 HEZU 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 ISHARES CURRENCY HEDGED MSCI EUROZONE ETF, 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

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

High-water mark
Peak Conviction
0.0% in 2026 Q3

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

Time in book
Holding Window
2026 Q3 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.

HEZU stock page Pinnacle Wealth Planning Services, Inc. fund profile Pinnacle Wealth Planning Services, Inc. full holdings
How Pinnacle Wealth Planning Services, Inc. held HEZU — position size vs. price
% of Fund (quarterly)    HEZU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 419 — 0% 0.00% $20K 2026-10-27 $47.97
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HEZU

As of 2026 Q3 — sorted by position size

Stanich Group LLC 0.52% Connecticut Wealth Management, LLC 3Y 7Y 0.14% Detalus Advisors, LLC 3Y 0.09% Piscataqua Savings Bank 3Y 0.07% Insight Wealth Strategies, LLC 3Y 7Y 0.03% Lynch Investment Planning, LLC 0.02% Magnus Financial Group LLC 3Y 7Y 0.02% PFG Advisors 3Y 7Y 0.01% Simplicity Wealth,LLC 3Y 0.01% WOLFF WIESE MAGANA LLC 3Y 0.0%

FAQ About Pinnacle Wealth Planning Services, Inc. and HEZU

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 HEZU?

Pinnacle Wealth Planning Services, Inc. reported HEZU across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

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

The largest reported portfolio weight for HEZU was 0.00% in 2026 Q3.

What is the latest reported HEZU position on this page?

The most recent filing on this page is 2026 Q3, when Pinnacle Wealth Planning Services, Inc. reported 419 shares, equal to 0.00% of portfolio, with an estimated market value of $20K.

What does the chart on this HEZU ownership page compare?

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

← Back to Pinnacle Wealth Planning Services, Inc. Holdings