13F

Position

Pinnacle Wealth Planning Services, Inc. in Progress Software Corp

Back to the book · All holders of PROGRESS SOFTWARE CORP

Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark −$7.04K$42.96$25.65

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.42K$60.8K0.0%
Q1 2026407$10.4K$25.65−$7.04K−$43.3K0.0%