Pinnacle Wealth Planning Services, Inc. LPL — LG PHILIPS LCD CO LTD SPONSORED ADR REP 0.5 ORD SHS

Ownership history in Pinnacle Wealth Planning Services, Inc.  ·  24 quarters on record

AI Ownership Summary

Pinnacle Wealth Planning Services, Inc. reported LG PHILIPS LCD CO LTD SPONSORED ADR REP 0.5 ORD SHS (LPL) in 24 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.03% in 2026 Q2. The latest visible filing shows LPL at 0.03% 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 LPL 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 LG PHILIPS LCD CO LTD SPONSORED ADR REP 0.5 ORD SHS, 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 Q2

LPL was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q2

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

LPL stock page Pinnacle Wealth Planning Services, Inc. fund profile Pinnacle Wealth Planning Services, Inc. full holdings
How Pinnacle Wealth Planning Services, Inc. held LPL — position size vs. price
% of Fund (quarterly)    LPL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 87,951 +61,771 +235.9% 0.03% $342K 2026-08-07 $3.30
2026 Q1 ADDED — — — 26,180 +8,137 +45.1% 0.01% $102K 2026-05-11 $4.37
2025 Q4 ADDED — — — 18,043 +913 +5.3% 0.01% $76K 2026-02-13 $4.00
2025 Q3 ADDED — — — 17,130 +612 +3.7% 0.01% $89K 2025-11-13 $4.40
2025 Q2 REDUCED 28.3% +52.9% ❌ 16,518 -6,514 -28.3% 0.01% $56K 2025-08-11 $4.06
2024 Q3 REDUCED — — — 23,032 -528 -2.2% 0.01% $93K 2024-11-13 $3.34
2024 Q2 REDUCED 38.9% -1.7% ✅ 23,560 -15,015 -38.9% 0.01% $97K 2024-08-09 $3.85
2024 Q1 ADDED — — — 38,575 +19,386 +101.0% 0.02% $158K 2024-05-10 $3.95
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LPL

As of 2026 Q2 — sorted by position size

MW ADVISORY, LLC 0.1% Frank, Rimerman Advisors LLC 3Y 0.05% PDS Planning, Inc 3Y 7Y 0.05% ENTERPRISE FINANCIAL SERVICES CORP 3Y 7Y 0.04% BSW Wealth Partners 3Y 7Y 0.03% Sivia Capital Partners, LLC 0.03% Plan A Wealth LLC 0.03% Quadrant Private Wealth Management, LLC 3Y 7Y 0.03% Elmwood Wealth Management, Inc. 3Y 7Y 0.02% Generali Investments CEE, investicni spolecnost, a.s. 0.02%

FAQ About Pinnacle Wealth Planning Services, Inc. and LPL

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 LPL?

Pinnacle Wealth Planning Services, Inc. reported LPL across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

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

The largest reported portfolio weight for LPL was 0.03% in 2026 Q2.

What is the latest reported LPL position on this page?

The most recent filing on this page is 2026 Q2, when Pinnacle Wealth Planning Services, Inc. reported 87,951 shares, equal to 0.03% of portfolio, with an estimated market value of $342K.

What does the chart on this LPL ownership page compare?

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

Based on 13F filing dates vs. subsequent LPL price moves, Pinnacle Wealth Planning Services, Inc. correctly timed 7 out of 22 reported position changes (32%). The annualised alpha on LPL relative to SPY over the holding period was -23.1%.

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