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Pinnacle Wealth Planning Services’s COPT Defense Properties CDP Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CDP Stock Details CDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$218 Hold
6
– – ﹤0.01% 2709
2026
Q1 		$184 Buy
+6
New +$187 ﹤0.01% 2692

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Pinnacle Wealth Planning Services's CDP Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its COPT Defense Properties (CDP) position steady in Q2 2026 at 6 shares worth $218. The position accounts for ﹤0.01% of the portfolio, ranked #2709.

Pinnacle Wealth Planning Services first reported a position in CDP in Q1 2026 and has held it in 2 quarters since. 327 funds tracked by Wall St. Rank hold CDP as of Q2 2026.

  • Pinnacle Wealth Planning Services held 6 shares of COPT Defense Properties worth $218 as of Q2 2026.
  • Pinnacle Wealth Planning Services left its COPT Defense Properties share count unchanged in Q2 2026.
  • COPT Defense Properties made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2709 holding.
  • Pinnacle Wealth Planning Services first reported a position in COPT Defense Properties in Q1 2026 and has held it in 2 quarters since.
  • 327 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.