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Pinnacle Financial Partners Inc: XLU position timeline

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

Pinnacle Financial Partners Inc held 23,238 XLU 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 23,238 shares
    Change vs previous 13F -4,145 shares

    0.05% of the 13F portfolio, value $2,026,590.

    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 27,383 shares
    Change vs previous 13F -2,590 shares

    0.05% of the 13F portfolio, value $2,236,101.

    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 29,973 shares
    Change vs previous 13F -3,267 shares

    0.05% of the 13F portfolio, value $2,349,300.

    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 33,240 shares
    Change vs previous 13F +250 shares

    0.05% of the 13F portfolio, value $2,537,682.

    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 32,990 shares
    Change vs previous 13F -318 shares

    0.05% of the 13F portfolio, value $2,664,934.

    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 33,308 shares
    Change vs previous 13F -149 shares

    0.05% of the 13F portfolio, value $2,253,304.

    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 33,457 shares
    Change vs previous 13F +315 shares

    0.05% of the 13F portfolio, value $2,196,455.

    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 33,142 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,098,887.

    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).