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Pinnacle Financial Group, LLC / IL: DFIC position timeline

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

Pinnacle Financial Group, LLC / IL held 929,846 DFIC 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 929,846 shares
    Change vs previous 13F +12,946 shares

    8.46% of the 13F portfolio, value $34,646,073.

    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 916,900 shares
    Change vs previous 13F +53,118 shares

    8.93% of the 13F portfolio, value $32,577,448.

    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 863,782 shares
    Change vs previous 13F +2,377 shares

    8.64% of the 13F portfolio, value $29,765,930.

    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 861,405 shares
    Change vs previous 13F -43,135 shares

    8.54% of the 13F portfolio, value $28,245,477.

    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 904,540 shares
    Change vs previous 13F -24,764 shares

    9.41% of the 13F portfolio, value $28,122,156.

    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 929,304 shares
    Change vs previous 13F +67,659 shares

    9.38% of the 13F portfolio, value $25,806,777.

    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 861,645 shares
    Change vs previous 13F +48,458 shares

    8.72% of the 13F portfolio, value $22,269,219.

    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 813,187 shares
    Change vs previous 13F not available

    8.97% of the 13F portfolio, value $22,883,082.

    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).