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Disclosery

Pinnacle Financial Partners Inc: SCHW position timeline

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

Pinnacle Financial Partners Inc held 95,607 SCHW 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 95,607 shares
    Change vs previous 13F +9,244 shares

    0.22% of the 13F portfolio, value $9,127,632.

    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 86,363 shares
    Change vs previous 13F +67,904 shares

    0.17% of the 13F portfolio, value $7,879,738.

    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 18,459 shares
    Change vs previous 13F +16,664 shares

    0.03% of the 13F portfolio, value $1,437,306.

    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 1,795 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $116,334.

    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 1,795 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $116,334.

    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 1,795 shares
    Change vs previous 13F -92,185 shares

    <0.01% of the 13F portfolio, value $129,850.

    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 93,980 shares
    Change vs previous 13F +640 shares

    0.15% of the 13F portfolio, value $6,798,515.

    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 93,340 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $6,421,791.

    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).