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Disclosery

Pinnacle Financial Partners Inc: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pinnacle Financial Partners Inc on IVW, newest first. How the timeline and the estimate are built.

Pinnacle Financial Partners Inc held 90,782 IVW shares at 2025-09-30 per its 13F-HR filed 2025-10-28.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 90,782 shares
    Change vs previous 13F -843 shares

    0.26% of the 13F portfolio, value $10,959,203.

    13F-HR 0001115055-25-000187 filed by Pinnacle Financial Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 91,625 shares
    Change vs previous 13F -764 shares

    0.21% of the 13F portfolio, value $10,087,920.

    13F-HR 0001115055-25-000184 filed by Pinnacle Financial Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 92,389 shares
    Change vs previous 13F +17,002 shares

    0.17% of the 13F portfolio, value $8,620,333.

    13F-HR 0001115055-25-000120 filed by Pinnacle Financial Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 75,387 shares
    Change vs previous 13F -1,160 shares

    0.15% of the 13F portfolio, value $7,624,903.

    13F-HR 0001115055-25-000034 filed by Pinnacle Financial Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 76,547 shares
    Change vs previous 13F -4,205 shares

    0.15% of the 13F portfolio, value $7,329,387.

    13F-HR 0001115055-24-000172 filed by Pinnacle Financial Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 80,752 shares
    Change vs previous 13F -1,883 shares

    0.16% of the 13F portfolio, value $7,396,321.

    13F-HR 0001115055-24-000155 filed by Pinnacle Financial Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 82,635 shares
    Change vs previous 13F +7,639 shares

    0.15% of the 13F portfolio, value $6,977,700.

    13F-HR 0001115055-24-000130 filed by Pinnacle Financial Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 74,996 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $5,632,206.

    13F-HR 0001115055-24-000020 filed by Pinnacle Financial Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).