Pinnacle Financial Partners Inc: IWD position timeline

Pinnacle Financial Partners Inc held 147,097 IWD 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 147,097 shares

   Change vs previous 13F -14,814 shares

   0.72% of the 13F portfolio, value $29,947,481.

   13F-HR 0001115055-25-000187 filed by Pinnacle Financial Partners Inc
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

2. period ended2025-06-30

   13F 161,911 shares

   Change vs previous 13F -9,343 shares

   0.66% of the 13F portfolio, value $31,447,977.

   13F-HR 0001115055-25-000184 filed by Pinnacle Financial Partners Inc
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

3. period ended2025-03-31

   13F 171,254 shares

   Change vs previous 13F -7,118 shares

   0.65% of the 13F portfolio, value $32,205,178.

   13F-HR 0001115055-25-000120 filed by Pinnacle Financial Partners Inc
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 178,372 shares

   Change vs previous 13F +20,750 shares

   0.67% of the 13F portfolio, value $33,049,716.

   13F-HR 0001115055-25-000034 filed by Pinnacle Financial Partners Inc
   Filed 2025-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 157,622 shares

   Change vs previous 13F -2,682 shares

   0.6% of the 13F portfolio, value $29,916,660.

   13F-HR 0001115055-24-000172 filed by Pinnacle Financial Partners Inc
   Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

6. period ended2024-06-30

   13F 160,304 shares

   Change vs previous 13F -1,598 shares

   0.6% of the 13F portfolio, value $27,995,767.

   13F-HR 0001115055-24-000155 filed by Pinnacle Financial Partners Inc
   Filed 2024-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

7. period ended2024-03-31

   13F 161,902 shares

   Change vs previous 13F -8,701 shares

   0.63% of the 13F portfolio, value $28,998,275.

   13F-HR 0001115055-24-000130 filed by Pinnacle Financial Partners Inc
   Filed 2024-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

8. period ended2023-12-31

   13F 170,603 shares

   Change vs previous 13F not available

   0.67% of the 13F portfolio, value $28,192,181.

   13F-HR 0001115055-24-000020 filed by Pinnacle Financial Partners Inc
   Filed 2024-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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