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Pinnacle Financial Group, LLC / IL: VBR position timeline

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

Pinnacle Financial Group, LLC / IL held 34,212 VBR 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 34,212 shares
    Change vs previous 13F +1,393 shares

    2.03% of the 13F portfolio, value $8,313,228.

    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 32,819 shares
    Change vs previous 13F +245 shares

    1.95% of the 13F portfolio, value $7,129,898.

    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 32,574 shares
    Change vs previous 13F +836 shares

    2% of the 13F portfolio, value $6,898,782.

    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 31,738 shares
    Change vs previous 13F +2,230 shares

    2% of the 13F portfolio, value $6,625,270.

    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 29,508 shares
    Change vs previous 13F +3,260 shares

    1.93% of the 13F portfolio, value $5,755,632.

    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 26,248 shares
    Change vs previous 13F +3,895 shares

    1.78% of the 13F portfolio, value $4,889,826.

    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 22,353 shares
    Change vs previous 13F +680 shares

    1.74% of the 13F portfolio, value $4,429,909.

    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 21,673 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $4,351,467.

    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).