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Pinnacle Financial Group, LLC / IL: IVW position timeline

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

Pinnacle Financial Group, LLC / IL held 20,210 IVW 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 20,210 shares
    Change vs previous 13F +2 shares

    0.68% of the 13F portfolio, value $2,779,428.

    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 20,208 shares
    Change vs previous 13F +1 shares

    0.63% of the 13F portfolio, value $2,285,676.

    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 20,207 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $2,490,776.

    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 20,207 shares
    Change vs previous 13F 0 shares

    0.74% of the 13F portfolio, value $2,439,440.

    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 20,207 shares
    Change vs previous 13F -280 shares

    0.74% of the 13F portfolio, value $2,224,829.

    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 20,487 shares
    Change vs previous 13F -927 shares

    0.69% of the 13F portfolio, value $1,901,833.

    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 21,414 shares
    Change vs previous 13F +160 shares

    0.85% of the 13F portfolio, value $2,174,183.

    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 21,254 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $2,035,080.

    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).