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Pinnacle Financial Group, LLC / IL: VTI position timeline

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

Pinnacle Financial Group, LLC / IL held 12,870 VTI 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 12,870 shares
    Change vs previous 13F +102 shares

    1.16% of the 13F portfolio, value $4,762,479.

    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 12,768 shares
    Change vs previous 13F +181 shares

    1.12% of the 13F portfolio, value $4,096,014.

    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 12,587 shares
    Change vs previous 13F -836 shares

    1.22% of the 13F portfolio, value $4,220,052.

    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 13,423 shares
    Change vs previous 13F +35 shares

    1.33% of the 13F portfolio, value $4,411,630.

    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 13,388 shares
    Change vs previous 13F -183 shares

    1.36% of the 13F portfolio, value $4,075,805.

    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 13,571 shares
    Change vs previous 13F -1,030 shares

    1.36% of the 13F portfolio, value $3,729,737.

    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 14,601 shares
    Change vs previous 13F +226 shares

    1.66% of the 13F portfolio, value $4,231,542.

    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 14,375 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $4,076,755.

    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).