Skip to content
Disclosery

Pinnacle Financial Group, LLC / IL: VYM position timeline

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

Pinnacle Financial Group, LLC / IL held 99,482 VYM 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 99,482 shares
    Change vs previous 13F +5,404 shares

    3.84% of the 13F portfolio, value $15,721,189.

    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 94,078 shares
    Change vs previous 13F +5,639 shares

    3.82% of the 13F portfolio, value $13,932,949.

    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 88,439 shares
    Change vs previous 13F +3,095 shares

    3.68% of the 13F portfolio, value $12,692,698.

    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 85,344 shares
    Change vs previous 13F +1,497 shares

    3.64% of the 13F portfolio, value $12,029,279.

    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 83,847 shares
    Change vs previous 13F +1,040 shares

    3.74% of the 13F portfolio, value $11,177,656.

    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 82,807 shares
    Change vs previous 13F +4,202 shares

    3.88% of the 13F portfolio, value $10,678,774.

    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 78,605 shares
    Change vs previous 13F +4,202 shares

    3.93% of the 13F portfolio, value $10,029,151.

    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 74,403 shares
    Change vs previous 13F not available

    3.74% of the 13F portfolio, value $9,538,502.

    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).