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Pinnacle Financial Group, LLC / IL: DFAS position timeline

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

Pinnacle Financial Group, LLC / IL held 114,469 DFAS 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 114,469 shares
    Change vs previous 13F +1,590 shares

    2.3% of the 13F portfolio, value $9,425,383.

    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 112,879 shares
    Change vs previous 13F -369 shares

    2.2% of the 13F portfolio, value $8,029,083.

    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 113,248 shares
    Change vs previous 13F -173 shares

    2.29% of the 13F portfolio, value $7,890,008.

    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 113,421 shares
    Change vs previous 13F +2,811 shares

    2.35% of the 13F portfolio, value $7,764,801.

    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 110,610 shares
    Change vs previous 13F -3,612 shares

    2.36% of the 13F portfolio, value $7,046,977.

    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 114,222 shares
    Change vs previous 13F +9,000 shares

    2.48% of the 13F portfolio, value $6,824,767.

    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 105,222 shares
    Change vs previous 13F -1,135 shares

    2.68% of the 13F portfolio, value $6,847,862.

    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 106,357 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $6,898,287.

    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).