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Pinnacle Financial Group, LLC / IL: XLF position timeline

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

Pinnacle Financial Group, LLC / IL held 5,689 XLF 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 5,689 shares
    Change vs previous 13F -1,489 shares

    0.07% of the 13F portfolio, value $304,978.

    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 7,178 shares
    Change vs previous 13F +114 shares

    0.1% of the 13F portfolio, value $354,381.

    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 7,064 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $386,884.

    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 7,064 shares
    Change vs previous 13F +617 shares

    0.12% of the 13F portfolio, value $380,548.

    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 6,447 shares
    Change vs previous 13F -152 shares

    0.11% of the 13F portfolio, value $337,615.

    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 6,599 shares
    Change vs previous 13F +4 shares

    0.12% of the 13F portfolio, value $328,707.

    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 6,595 shares
    Change vs previous 13F +115 shares

    0.12% of the 13F portfolio, value $318,759.

    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 6,480 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $293,675.

    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).