Pinnacle Wealth Planning Services’s Semler Scientific SMLR Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SMLR Stock Details SMLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-608	Closed	-$9.3K	–	2845
2025 Q4	$9.3K	Buy	+608	New	+$13.8K	﹤0.01%	2040

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

Pinnacle Wealth Planning Services sold out of Semler Scientific (SMLR) in Q1 2026, closing a stake of 608 shares — an estimated $9.3K sold.

Pinnacle Wealth Planning Services first reported a position in SMLR in Q4 2025 and held it in 1 quarter. The position peaked at $9.3K in Q4 2025. 0 funds tracked by Wall St. Rank hold SMLR as of Q1 2026.

Pinnacle Wealth Planning Services reported no remaining Semler Scientific position as of Q1 2026 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 608 Semler Scientific shares in Q1 2026, an estimated $9.3K.
Pinnacle Wealth Planning Services first reported a position in Semler Scientific in Q4 2025 and held it in 1 quarter.
Pinnacle Wealth Planning Services's Semler Scientific position peaked at $9.3K in Q4 2025.
0 funds tracked by Wall St. Rank held Semler Scientific as of Q1 2026.

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