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Pinnacle Financial Group, LLC / IL: PTRB position timeline

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

Pinnacle Financial Group, LLC / IL held 138,859 PTRB 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 138,859 shares
    Change vs previous 13F +11,262 shares

    1.41% of the 13F portfolio, value $5,757,219.

    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 127,597 shares
    Change vs previous 13F +24,372 shares

    1.45% of the 13F portfolio, value $5,296,678.

    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 103,225 shares
    Change vs previous 13F +17,961 shares

    1.26% of the 13F portfolio, value $4,339,745.

    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 85,264 shares
    Change vs previous 13F +34,955 shares

    1.09% of the 13F portfolio, value $3,598,125.

    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 50,309 shares
    Change vs previous 13F +9,208 shares

    0.7% of the 13F portfolio, value $2,104,443.

    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 41,101 shares
    Change vs previous 13F +19,097 shares

    0.62% of the 13F portfolio, value $1,715,550.

    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 22,004 shares
    Change vs previous 13F +7,576 shares

    0.35% of the 13F portfolio, value $901,281.

    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 14,428 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $618,373.

    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).