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Pinnacle Financial Group, LLC / IL: VNQ position timeline

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

Pinnacle Financial Group, LLC / IL held 30,818 VNQ 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 30,818 shares
    Change vs previous 13F +341 shares

    0.73% of the 13F portfolio, value $2,971,792.

    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 30,477 shares
    Change vs previous 13F -2,022 shares

    0.74% of the 13F portfolio, value $2,703,324.

    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 32,499 shares
    Change vs previous 13F -1,360 shares

    0.83% of the 13F portfolio, value $2,875,824.

    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 33,859 shares
    Change vs previous 13F +76 shares

    0.94% of the 13F portfolio, value $3,095,359.

    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 33,783 shares
    Change vs previous 13F -1,630 shares

    1.01% of the 13F portfolio, value $3,008,670.

    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 35,413 shares
    Change vs previous 13F -904 shares

    1.16% of the 13F portfolio, value $3,206,281.

    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 36,317 shares
    Change vs previous 13F +928 shares

    1.27% of the 13F portfolio, value $3,235,160.

    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 35,389 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $3,447,880.

    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).