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Pinnacle Financial Group, LLC / IL: DFAE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pinnacle Financial Group, LLC / IL on DFAE, newest first. How the timeline and the estimate are built.

Pinnacle Financial Group, LLC / IL held 74,105 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,105 shares
    Change vs previous 13F -1,316 shares

    0.73% of the 13F portfolio, value $2,979,776.

    13F-HR 0001104659-26-088546 filed by Pinnacle Financial Group, LLC / IL
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 75,421 shares
    Change vs previous 13F +200 shares

    0.7% of the 13F portfolio, value $2,553,770.

    13F-HR 0001104659-26-059958 filed by Pinnacle Financial Group, LLC / IL
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 75,221 shares
    Change vs previous 13F +1,790 shares

    0.71% of the 13F portfolio, value $2,449,956.

    13F-HR 0001104659-26-010752 filed by Pinnacle Financial Group, LLC / IL
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 73,431 shares
    Change vs previous 13F +265 shares

    0.7% of the 13F portfolio, value $2,315,280.

    13F-HR 0001104659-25-109935 filed by Pinnacle Financial Group, LLC / IL
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 73,166 shares
    Change vs previous 13F +427 shares

    0.71% of the 13F portfolio, value $2,118,143.

    13F-HR 0001104659-25-076006 filed by Pinnacle Financial Group, LLC / IL
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 72,739 shares
    Change vs previous 13F +7,756 shares

    0.68% of the 13F portfolio, value $1,883,202.

    13F-HR 0001104659-25-049188 filed by Pinnacle Financial Group, LLC / IL
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 64,983 shares
    Change vs previous 13F +798 shares

    0.65% of the 13F portfolio, value $1,648,625.

    13F-HR 0001104659-25-014412 filed by Pinnacle Financial Group, LLC / IL
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 64,185 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,759,316.

    13F-HR 0001104659-24-116814 filed by Pinnacle Financial Group, LLC / IL
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).