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Pinnacle Financial Group, LLC / IL: DTD position timeline

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

Pinnacle Financial Group, LLC / IL held 240,721 DTD 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 240,721 shares
    Change vs previous 13F -4,395 shares

    5.48% of the 13F portfolio, value $22,446,479.

    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 245,116 shares
    Change vs previous 13F -9,530 shares

    5.8% of the 13F portfolio, value $21,168,205.

    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 254,646 shares
    Change vs previous 13F -6,615 shares

    6.27% of the 13F portfolio, value $21,614,337.

    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 261,261 shares
    Change vs previous 13F -5,553 shares

    6.64% of the 13F portfolio, value $21,945,927.

    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 266,814 shares
    Change vs previous 13F -2,779 shares

    7.1% of the 13F portfolio, value $21,217,018.

    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 269,593 shares
    Change vs previous 13F -11,154 shares

    7.54% of the 13F portfolio, value $20,745,146.

    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 280,747 shares
    Change vs previous 13F +71 shares

    8.34% of the 13F portfolio, value $21,298,087.

    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 280,676 shares
    Change vs previous 13F not available

    8.43% of the 13F portfolio, value $21,521,778.

    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).