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Pinnacle Financial Group, LLC / IL: DVY position timeline

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

Pinnacle Financial Group, LLC / IL held 46,503 DVY 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 46,503 shares
    Change vs previous 13F -12,278 shares

    1.77% of the 13F portfolio, value $7,268,465.

    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 58,781 shares
    Change vs previous 13F -4,878 shares

    2.44% of the 13F portfolio, value $8,900,078.

    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 63,659 shares
    Change vs previous 13F +64 shares

    2.61% of the 13F portfolio, value $8,984,779.

    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 63,595 shares
    Change vs previous 13F -631 shares

    2.73% of the 13F portfolio, value $9,036,832.

    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 64,226 shares
    Change vs previous 13F -114 shares

    2.86% of the 13F portfolio, value $8,529,818.

    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 64,340 shares
    Change vs previous 13F +2,041 shares

    3.14% of the 13F portfolio, value $8,640,164.

    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 62,299 shares
    Change vs previous 13F +2,288 shares

    3.2% of the 13F portfolio, value $8,179,257.

    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 60,011 shares
    Change vs previous 13F not available

    3.18% of the 13F portfolio, value $8,105,746.

    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).