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Pinnacle Financial Group, LLC / IL: VTV position timeline

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

Pinnacle Financial Group, LLC / IL held 18,537 VTV 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 18,537 shares
    Change vs previous 13F +7,867 shares

    0.99% of the 13F portfolio, value $4,039,774.

    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 10,670 shares
    Change vs previous 13F +1,927 shares

    0.57% of the 13F portfolio, value $2,093,430.

    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 8,743 shares
    Change vs previous 13F +1,342 shares

    0.48% of the 13F portfolio, value $1,669,871.

    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 7,401 shares
    Change vs previous 13F +714 shares

    0.42% of the 13F portfolio, value $1,380,203.

    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 6,687 shares
    Change vs previous 13F +421 shares

    0.4% of the 13F portfolio, value $1,181,848.

    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 6,266 shares
    Change vs previous 13F +171 shares

    0.39% of the 13F portfolio, value $1,082,377.

    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 6,095 shares
    Change vs previous 13F +15 shares

    0.4% of the 13F portfolio, value $1,031,852.

    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 6,080 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,061,451.

    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).