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Disclosery

Pinnacle Financial Partners Inc: SCHD position timeline

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

Pinnacle Financial Partners Inc held 189,994 SCHD 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 189,994 shares
    Change vs previous 13F -2,126 shares

    0.12% of the 13F portfolio, value $5,186,836.

    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 192,120 shares
    Change vs previous 13F +545 shares

    0.11% of the 13F portfolio, value $5,091,185.

    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 191,575 shares
    Change vs previous 13F -14,175 shares

    0.11% of the 13F portfolio, value $5,356,436.

    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 205,750 shares
    Change vs previous 13F +133,052 shares

    0.11% of the 13F portfolio, value $5,621,090.

    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 72,698 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $6,145,162.

    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 72,698 shares
    Change vs previous 13F +293 shares

    0.12% of the 13F portfolio, value $5,652,997.

    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 72,405 shares
    Change vs previous 13F +67,147 shares

    0.13% of the 13F portfolio, value $5,838,015.

    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 5,258 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $400,292.

    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).