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Pinnacle Financial Group, LLC / IL: TOTL position timeline

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

Pinnacle Financial Group, LLC / IL held 111,788 TOTL 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 111,788 shares
    Change vs previous 13F +2,644 shares

    1.08% of the 13F portfolio, value $4,412,261.

    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 109,144 shares
    Change vs previous 13F +19,061 shares

    1.19% of the 13F portfolio, value $4,336,283.

    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 90,083 shares
    Change vs previous 13F +16,082 shares

    1.05% of the 13F portfolio, value $3,625,831.

    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 74,001 shares
    Change vs previous 13F +30,894 shares

    0.91% of the 13F portfolio, value $3,002,203.

    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 43,107 shares
    Change vs previous 13F +656 shares

    0.58% of the 13F portfolio, value $1,729,013.

    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 42,451 shares
    Change vs previous 13F +26,534 shares

    0.62% of the 13F portfolio, value $1,710,359.

    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 15,917 shares
    Change vs previous 13F +5,415 shares

    0.25% of the 13F portfolio, value $626,982.

    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 10,502 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $434,801.

    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).