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Disclosery

Pinnacle Financial Partners Inc: XLE position timeline

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

Pinnacle Financial Partners Inc held 29,539 XLE 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 29,539 shares
    Change vs previous 13F -8,024 shares

    0.06% of the 13F portfolio, value $2,639,013.

    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 37,563 shares
    Change vs previous 13F -10,809 shares

    0.07% of the 13F portfolio, value $3,185,718.

    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 48,372 shares
    Change vs previous 13F -3,754 shares

    0.09% of the 13F portfolio, value $4,513,043.

    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 52,126 shares
    Change vs previous 13F +23,606 shares

    0.09% of the 13F portfolio, value $4,467,125.

    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 28,520 shares
    Change vs previous 13F -3,206 shares

    0.05% of the 13F portfolio, value $2,504,054.

    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 31,726 shares
    Change vs previous 13F -305 shares

    0.06% of the 13F portfolio, value $2,894,890.

    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 32,031 shares
    Change vs previous 13F -890 shares

    0.07% of the 13F portfolio, value $3,024,049.

    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 32,921 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,760,097.

    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).