Skip to content
Disclosery

Pinnacle Financial Group, LLC / IL: INCM position timeline

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

Pinnacle Financial Group, LLC / IL held 87,828 INCM 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 87,828 shares
    Change vs previous 13F +20,023 shares

    0.62% of the 13F portfolio, value $2,534,263.

    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 67,805 shares
    Change vs previous 13F +298 shares

    0.53% of the 13F portfolio, value $1,949,389.

    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 67,507 shares
    Change vs previous 13F -2,068 shares

    0.55% of the 13F portfolio, value $1,892,900.

    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 69,575 shares
    Change vs previous 13F +8,463 shares

    0.58% of the 13F portfolio, value $1,929,999.

    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 61,112 shares
    Change vs previous 13F +41,188 shares

    0.55% of the 13F portfolio, value $1,653,091.

    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 19,924 shares
    Change vs previous 13F -1,283 shares

    0.19% of the 13F portfolio, value $530,570.

    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 21,207 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $553,503.

    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).