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Disclosery

Pinnacle Financial Partners Inc: SRE position timeline

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

Pinnacle Financial Partners Inc held 2,965 SRE 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 2,965 shares
    Change vs previous 13F -89 shares

    0.01% of the 13F portfolio, value $266,791.

    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 3,054 shares
    Change vs previous 13F +71 shares

    <0.01% of the 13F portfolio, value $231,404.

    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 2,983 shares
    Change vs previous 13F +218 shares

    <0.01% of the 13F portfolio, value $212,867.

    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 2,765 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $242,547.

    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).