PWPS
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Pinnacle Wealth Planning Services’s LifeMD LFMD Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio LFMD Stock Details LFMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-26
Closed -$89 – 2808
2025
Q4 		$89 Buy
+26
New +$126 ﹤0.01% 2734

Other funds holding LFMD

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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Pinnacle Wealth Planning Services's LFMD Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of LifeMD (LFMD) in Q1 2026, closing a stake of 26 shares — an estimated $89 sold.

Pinnacle Wealth Planning Services first reported a position in LFMD in Q4 2025 and held it in 1 quarter. The position peaked at $89 in Q4 2025. 102 funds tracked by Wall St. Rank hold LFMD as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining LifeMD position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 26 LifeMD shares in Q1 2026, an estimated $89.
  • Pinnacle Wealth Planning Services first reported a position in LifeMD in Q4 2025 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's LifeMD position peaked at $89 in Q4 2025.
  • 102 funds tracked by Wall St. Rank held LifeMD as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.