Pinnacle Financial Partners Inc: XSOE position timeline

Pinnacle Financial Partners Inc held 149,781 XSOE 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 149,781 shares

   Change vs previous 13F +13,689 shares

   0.14% of the 13F portfolio, value $5,682,700.

   13F-HR 0001115055-25-000187 filed by Pinnacle Financial Partners Inc
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-06-30

   13F 136,092 shares

   Change vs previous 13F +2,101 shares

   0.1% of the 13F portfolio, value $4,692,455.

   13F-HR 0001115055-25-000184 filed by Pinnacle Financial Partners Inc
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 133,991 shares

   Change vs previous 13F +1,472 shares

   0.08% of the 13F portfolio, value $4,136,313.

   13F-HR 0001115055-25-000120 filed by Pinnacle Financial Partners Inc
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 132,519 shares

   Change vs previous 13F +6,021 shares

   0.08% of the 13F portfolio, value $4,039,187.

   13F-HR 0001115055-25-000034 filed by Pinnacle Financial Partners Inc
   Filed 2025-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 126,498 shares

   Change vs previous 13F +5,438 shares

   0.08% of the 13F portfolio, value $4,178,232.

   13F-HR 0001115055-24-000172 filed by Pinnacle Financial Partners Inc
   Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-06-30

   13F 121,060 shares

   Change vs previous 13F +10,604 shares

   0.08% of the 13F portfolio, value $3,708,074.

   13F-HR 0001115055-24-000155 filed by Pinnacle Financial Partners Inc
   Filed 2024-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-03-31

   13F 110,456 shares

   Change vs previous 13F +8,720 shares

   0.07% of the 13F portfolio, value $3,254,039.

   13F-HR 0001115055-24-000130 filed by Pinnacle Financial Partners Inc
   Filed 2024-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2023-12-31

   13F 101,736 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $2,938,133.

   13F-HR 0001115055-24-000020 filed by Pinnacle Financial Partners Inc
   Filed 2024-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).