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Pinnacle Financial Group, LLC / IL: VYMI position timeline

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

Pinnacle Financial Group, LLC / IL held 165,256 VYMI 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 165,256 shares
    Change vs previous 13F +5,687 shares

    3.96% of the 13F portfolio, value $16,228,186.

    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 159,569 shares
    Change vs previous 13F +4,921 shares

    4.12% of the 13F portfolio, value $15,037,810.

    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 154,648 shares
    Change vs previous 13F +3,033 shares

    4.04% of the 13F portfolio, value $13,918,333.

    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 151,615 shares
    Change vs previous 13F +5,999 shares

    3.88% of the 13F portfolio, value $12,838,736.

    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 145,616 shares
    Change vs previous 13F +4,688 shares

    3.9% of the 13F portfolio, value $11,665,335.

    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 140,928 shares
    Change vs previous 13F +12,232 shares

    3.77% of the 13F portfolio, value $10,385,021.

    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 128,696 shares
    Change vs previous 13F +9,988 shares

    3.42% of the 13F portfolio, value $8,735,913.

    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 118,708 shares
    Change vs previous 13F not available

    3.42% of the 13F portfolio, value $8,715,561.

    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).